When you have long term customers, you end up with a lot of notes. How can you find that important note you added back in 2016? Our extension solves that problem. It allows you to search through all notes on a lead/contact/account/potential (we can set it up for custom modules too) and even tag notes to make them easier to find.
Get your hands on it for just $5/month (enables access for every user in the CRM).
Scroll down to the Notes Filter section and use the searchbar to search.
You can add new notes either in the normal notes section or in the Notes Filter section.
Want help or have an idea? Contact us at [email protected]