Unable to filter by notes field!

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.

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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. 

Sayra
Community Moderator, Square // Moderadora de la Comunidad, Square
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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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