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Hi - I would like to have the option to search my Comments through all my customers. Is there a way to do this on the customers page?
Hi Kitty,
If your comments are in the Note field in the Contacts table, you can add this field to the grid on your Customers and Contacts list screen. After you have done this, you may search through the grid from the filter field (see the screenshot below). If you would like to learn more about customization, I recommend our customization webinars. Click this link and scroll to the bottom of the page to the Customization section. Introduction to Method Objects - Level 1 will teach you about how you can customize grids.
Jason
