Search Contract Notes
  • 29 Jan 2024
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Search Contract Notes

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Article Summary

Search Contract Notes   

Search Files/Notes: Search Notes

The Search Notes text box is located at the top of the Find/Search Contracts screen. Search Notes searches all notes stored in the Notes Repository section of the Contract Details screen.

Search Notes text box

  

Search Notes

Contract Insight enables its users to search though a contract record’s notes using keywords.

1.  To do so, enter a keyword you would like to search via Search Notes and click Go.

2.  The results displayed will be any contract records that have a note saved to them that contains the keyword for which you searched.

NOTE: Search Notes is strictly a text wildcard search only for the provided word, phrase, and/or characters.


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