Creating the Saved Search
Follow these simple steps to get started with a saved search on system notes.
Navigation
First, navigate to Reports > Saved Searches > All Saved Searches > New. On that page, scroll down to “System Note” and select it. Provide an explanatory name for search in the Search Title field.
Filtering
Next, set up the filters need for the search. Under the Criteria subtab will see the filter drop-down list. Some key areas that may want to consider filtering include the date, the role of the user(s) making the changes to records, and the specific record(s) that want to stay up-to-date on.
Using the Saved Search
Once you have finished setting the filters for your search, you are ready to put your search to good use! We can save your search and run it right away, or you can save it and have the system email you the results.