Filter for Manual Notes

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Blog Home ◂ New Features ◂ Filter for Manual Notes

In Advanced Search, we have a new filter for Last Manual Note Date.

This search will:

  • Filter the notes that have been added by users.

  • Ignore all notes from workflows, emails, etc.

  • Only show contacts that have notes from a user within the selected time frame.

*Data collection for this feature started March 2023 and we do not have data going backward.

*This will become a more valuable feature going forward as we gather more data.

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