thread Re: Unable to filter by notes field! in Archived Discussions (Read Only)

Unable to filter by notes field!

Athenasbyjenn — Sat, 13 Mar 2021 00:17:51 GMT

I have contacted customer service and they say there is currently no option to filter by notes for each customer, which I think is ridiculous. Does anyone have a hack or a way around this? I explained that I like to add a note in for each customer. So if a customer wants a party with me for example, I want to be able to just type in the word 'party' into search, and then alllll of those people in my directory would automatically pop up! I was unable to get this field to show up in a csv file export either. Frustrating.

Re: Unable to filter by notes field!

sayra — Sat, 13 Mar 2021 17:11:41 GMT

Hey @Athenasbyjenn. Welcome back to our Seller Community. I see what you are trying to do here. However, our Customer Success team is correct, this is a feature request that has been very popular throughout the years as you can see here. @Tom gives additional options to view your notes for now as we don’t have a report or a filter tool to provide.

If this feature gets updated, we will make sure to let you know here in our Seller Community.

Thanks for your patience.

Re: Unable to filter by notes field!

Athenasbyjenn — Sat, 13 Mar 2021 01:21:30 GMT

Yes sadly this does not work and I wouldn't want to go by transaction, I want to go by the notes field under each customer. I just tried the workaround and it does not work but thank you