Best Practice: Quickly Filter Through Your Notes

Best Practice: Quickly Filter Through Your Notes

What you can do: Filter and Search Notes

Finding the right information at the right time is the ultimate productivity boost you can have for your practice. Naturally, there are plenty of places where client information resides today. 

With Pulse360, the idea of single notes really expands the capabilities you have at your fingertips. You can granularly search for the precise piece of information in seconds. Pulse360 also has built-in Excel-like Filters to enable you to do just that. And, yes, your notes automatically sync to your CRM: Redtail, Wealthbox or Salesforce - where you can also search.

Check out the video to see what we mean:

Disclaimer: The video shows an older version of Pulse360 but the core functionality is the same. If you have any questions, contact support at

Related Links

  1. How to Search Existing Notes in the Workspace
  2. Tags: Overview


  1. Pulse360 filters work similar to Excel filters.
  2. Combine different filters for more precise search.

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