When searching text in notes, search comments as well.
When filtering text in notes to find a word or phrase, the text in comments is not searched. Comment text should be searched as well.
Karen Doyle
shared this idea
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Rob
commented
Yes, this would help keep everything organized rather than forcing users to make a note for everything in fear of not being able to search for it later.
It really just needs to be an additional type in the Notes filter section.
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Anonymous
commented
As the manager of our firm, I spend a good bit of my time trying to review what has been done by the team. These types of reports are imperative to our organization. Notes/comments are the life blood of making sure we are compliant but also following through with the action items (activities) we complete. When I pull a report and cannot see all details of the staff's thread of conversations then the report is worthless. I feel it is a must have for our firm. We have been waiting three years for the feature to be added. Please make this a top priority. We love RedTail and do not want to leave it! Velda
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Anonymous
commented
Need the ability to search key phrases or words in the Comments of a note as well as original note.
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Tyler Lamarre
commented
This would help tremendously!!
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Raven Spence
commented
This feature would help greatly! We need to have the ability to search key phrases in "comments", and not just in the original "note".
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Logan Green
commented
PLEASE add this feature! We need to be able to search keywords/text that appear in "Comments", and not have to rely on that particular search criteria being included in the original "Note" itself to show up in the search results.
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Karie
commented
Comments still are not searchable! Please add this feature or we will have to stop using comments and expand the notes threads, causing more confusion.
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Janelle Largent
commented
Make the Comments of Notes searchable text like the Notes are currently
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Rick McCallister
commented
Agree 100%.