This article will guide you through searching across all member and customer notes in ClubReady using a keyword search.
Before You Begin
- Permissions required:
- Member Management: General - Can Access Client Options
- Member Management: General - Can Search All Client Notes
How to Search All Member Notes
Navigate to Members > Search All Notes. Enter a keyword into the search field — for example, "cancellation" — to generate a list of members who have a note containing that keyword.
Click on a Note Subject to open a popup window with additional details about the selected note.
