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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.

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Karen Doyle shared this idea  ·   ·  Report…  ·  Admin →
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  • Michelle Warneke commented  ·   ·  Report

    This is especially helpful for searching for tracking numbers recorded in comments

  • Rob commented  ·   ·  Report

    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.

  • Anonymous commented  ·   ·  Report

    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

  • Anonymous commented  ·   ·  Report

    Need the ability to search key phrases or words in the Comments of a note as well as original note.

  • Raven Spence commented  ·   ·  Report

    This feature would help greatly! We need to have the ability to search key phrases in "comments", and not just in the original "note".

  • Logan Green commented  ·   ·  Report

    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.

  • Karie commented  ·   ·  Report

    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.

  • Janelle Largent commented  ·   ·  Report

    Make the Comments of Notes searchable text like the Notes are currently

Redtail CRM: Notes

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