Search All Notes and Intakes by Keyword

Trying to remember something specific but only have a word to go off of? No problem! We make it easy to search all notes and intakes by a keyword.

Note: Phrases are not supported. The search only searches by a single word.

Search All Intakes by Keyword

  1. To search intakes, go to Lists > Intakes and click the "Client" label. 
  2. Choose "Keyword"
  3. Enter the keyword or phrase int he field
  4. Push enter or click the "Search" button

Search Results:

Search All Notes by Keyword

  1. From Lists > Notes, use the "Keyword" field to search by keyword

Search Results:

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