Look up customers with notes

Hello,

How do I look customers with active notes on their system? I saw that I can lookup a specific phrase or word using the Advanced Search function in Data Entry, but is it possible to pull up all records that are not null for example?

Thanks,
Audrey

0

Comments

2 comments
  • There is no direct "lookup" with notes because there could be 10000s. Use the Customer Notes report with a date range... and then load into Data Entry.

    0
    Comment actions Permalink
  • Perfect thanks

    0
    Comment actions Permalink

Please sign in to leave a comment.

Didn't find what you were looking for?

New post