Filter Notes by Project or Note Type

In this article, you will learn how to see all notes from one Person and filter them by Project or Note type.

First, navigate to the People page and click on the name of the Person whose notes you wish to view. Inside the person's panel you will see a Notes tab:

Click the Notes tab to open up a list of all notes that pertain to that person. Filters will be displayed with dropdown capabilities.


Why can't my Client see the notes I made?

Client Visibility on Notes

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