How to Search Note in the Library
What you can do: Search and Filter Notes
In Pulse360, you can build an extensive Notes Library. Every note can be easily searched.
How: Step by step directions on how to search notes in the Notes Library:
1. In your workspace with a contact selected, press "Add Notes from Library" to enter the Notes Library. At the top, there are 2 search boxes: Search by text and filter.
2. The left box allows you to search by text. It will pull out all notes that contain the typed word(s).
3. The right filter box allows you to search by Topic and/or Tag. A dropdown will appear when you select the box and will show your existing topics and tags.
How to Add Notes From Notes Library
What you can do: Add Notes into Client's Record from the Library The Notes Library is a space for you to store and create reusable notes. Pulse360 comes with pre-written notes in the library, but we expect you to create your own notes in your voice. ...
How to Add and Edit Note Templates
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How to Search Existing Notes in the Workspace
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How to Delete/Remove Attachments from the Notes, Notes Template, and Email
What you can do: Delete Attached Files If you have files attached to notes or emails, you can remove them so they don't get sent. You can remove attachments from the note template so it will no longer be attached automatically them the note is used, ...