Ideas

Notes Area to search through and see all notes added

It would be really helpful to have a place where I could search through note content and filter by note type and context and then look at all notes within those categories for keywords and quickly reference those notes rather than pop into the person profile and dig through to find what I want.


For instance, if i wanted to see all of the feedback candidates have given us on their interviews (a specific note type for us) I could filter by that project and that note type. Or if I wanted to look for all notes in the system with a specific keyword, they would come up when I searched for "Commission" across all call and meeting note types.

  • Guest
  • May 5 2023
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  • +4