Candidate Panel: Notes-Filtering
You can filter Notes Tab a number of ways within the Candidate Panel.
2. Note Types
3. Specific Time Period
4. All Contexts (Projects, Deals)
Filter through Users
1. Type or select the name you are looking for then click "Apply"
2. The name you selected will populate in the box and gives you the option of adding additional names to filter through.
3. Once you click "Apply" the User's notes will populate.
Filter through the note types found within your normal note type options
Filter through time and locate a note within a specific time period
You can also filter through the Context of the note including Deals, Projects, Closed Projects, etc