This article will guide you on how to search for all notes for a member/customer.
1. Accessing All Notes
Navigate to Members > Search All Notes.
On the Search tool you can enter a key word, for example "cancellation", and it will provide you with the list of members who have a note related to this key word.
Select a note to view more details by clicking on the Note Subject. A new pop-up window will provide more information in regards to the note.
Requirements - A 'Master Admin' login or a staff login with the following permissions.
- Member Management : General - Can access client options
- Member Management : General - Can search all client notes