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Is it possible to do a Find in the Customer Maintenance Note Window

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Posted on by Community Member Microsoft Employee

We keep extensive notes in the note window of the Customer Card. I have been asked by an employee if we can do a search for specific information rather than read through all of the notes that are being kept. I tried doing a CTRL F in the window and it doesn't work. Any suggestions?

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Almas Mahfooz 11,003 User Group Leader on at

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RE: Is it possible to do a Find in the Customer Maintenance Note Window

If you need any help w.r.t view let me know.
Almas Mahfooz 11,003 User Group Leader on at

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RE: Is it possible to do a Find in the Customer Maintenance Note Window

Leslie Vail, Thank you M'am. :)
Community Member Microsoft Employee on at

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RE: Is it possible to do a Find in the Customer Maintenance Note Window

Thanks Everyone,

Almas I am going to try your suggestion and create a new smart list.
L Vail 65,271 on at

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RE: Is it possible to do a Find in the Customer Maintenance Note Window

Almas,

Good idea!

Kind regards,

Leslie
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Almas Mahfooz 11,003 User Group Leader on at

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RE: Is it possible to do a Find in the Customer Maintenance Note Window

No, you can't do Ctrl+F.

Suggestion: create new smart list with customer number and notes filed. and use filter for searching, like contains or etc.