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.
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.
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
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