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
- To search intakes, go to Lists > Intakes and click the "Client" label.
- Choose "Keyword"
- Enter the keyword or phrase int he field
- Push enter or click the "Search" button
Search Results:
Search All Notes by Keyword
- From Lists > Notes, use the "Keyword" field to search by keyword
Search Results:
