How to Search Note in the Library

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. 





Tips

  1. You can combine several filter options together for more detailed search.
  2. Topics: Overview‚Äč
  3. Tags: Overview

    • Related Articles

    • 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

      What you can do: Add Notes to Library and Edit Notes in Library The Notes Library is a space for you to add, edit, and create reusable notes. These notes allow you to apply them across all your contacts using flexible fields.  How: Step by step ...
    • How to Search Existing Notes in the Workspace

      What you can do: Search and Filter Notes In Pulse360, every note you create can be searched easily under a specific contact.  How: Step by step directions on how to search notes on the Workspace: 1. Select the Contact and navigate to "All Notes." 2. ...
    • Note Statuses

      What you can do: Keep Track of Actions Note Statuses can help you keep an eye on the state of your items. This is independent from the sync time for your notes.  You can change the status by clicking on it on the top right of the note.  If the note ...
    • 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, ...