Make Activates and Workflows searchable within client profile
Within the notes category there is a great search filer in the clients profile. You can easily search while on a client page their notes and filter based on type, category, or text. This would be great to have in activities and even workflows. Currently if you would like to search the activities and filter by a category for example, you must leave the client page and go to the reports and go through a lengthy process
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Erica Smith
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