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Filtering Notes by Assigned User(s)

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Bytimothy A
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Overview:
Filtering Notes by Assigned User(s) lets you view only the notes linked to specific team members. This helps you quickly find relevant information, track individual responsibilities, and manage workflows more efficiently.

Follow these steps to filter notes by assigned user(s):

Step 1: On your Dashboard, navigate to the Notes tab under the Customers section.
Step 1: On your Dashboard, navigate to the Notes tab under the Customers section.

Step 2: Click the All Users Filter button.

Step 2: Click the All users Filter button.

Step 3: A pop-up will appear with a list of users you can select. Check the user(s) you want to filter from users, partners, or affiliates.

Step 3: A pop-up will appear with a list of users you can select. Check the user(s) you want to filter from users, partners or affiliates.

Step 4: Click on the Apply button to apply the filter.

Step 4: Click on the apply button to apply the filter.

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