Notes

The notes screen contains all text and notes entered in the system relevant to that customer.

This includes BPEM case notes, interaction record texts, generic object notes, and more.

The list is sorted in ascending order of date created, and the column headings can be clicked to sort accordingly. The item in the reference column can be clicked to display the object directly.

The search function allows you to enter keywords to filter the entries and find the specific records containing these words.

E.g. Enter search item “BPEM Case 182” this will filter all records containing this phase.

Any text/digits can be entered into the search box and it can be held in any section of the record i.e. Created, Text, Reference, Subclass or User.