Contacts & Opportunities: New & Improved Notes Experience!
**Take control of your notes with an upgraded experience across Opportunities & Contacts. With enhanced search, filters, and a more organised view, finding and managing your notes is now easier than ever!**
Filters & Sorting –
Quickly find the notes you need with improved filtering options and sorting by Date Created.
Search Notes –
Instantly locate specific notes using the new search functionality.
Additional Contact Notes –
View notes linked to related contacts within an opportunity, ensuring complete visibility.
Cleaner & More Organised View –
Easily read and manage notes under both Contacts and Opportunities, providing a seamless experience.
Access Notes:
Navigate to the Notes tab under Contacts or Opportunities.
Search Notes:
Use the search bar to quickly locate relevant notes.
Sort & Filter:
Use sorting and filtering options to refine your notes view.
View Additional Contact Notes:
In Opportunities, apply filters to see notes linked to related contacts.