Candidate Panel: Notes-Filtering

You can filter Notes Tab a number of ways within the Candidate Panel.
  • Users
  • Note Types
  • Specific Time Period
  • All Contexts (Projects, Deals)

Filter through Users
Type or select the name you are looking for then click "Apply".

The name you selected will populate in the box and gives you the option of adding additional names to filter through. Selected the desired User and click "Apply" to filter.

Note Types
Filter through the note types found within your note type options.

Time
Filter through time and locate a note within a specific time period.

All Contexts
You can also filter through the Context of the note including Deals, Projects, Closed Projects, etc.

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.