How to Search Existing Notes in the Workspace

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. Click the "Search and Filter Notes" button on the left and select the filter you would like to use.




3. You can apply two or more separate filters (e.g. "Search Text" AND "Has Tags"). Every next filter will narrow down the search results. 




4. You also can apply two and more filters from one using the "+" button on the filter (e.g. "Search Text" + "Has Tags"). This will add new criteria and expand search results.  



Tips

  1. You can combine several filter options together for more detailed search.