Viewing Notes on a Contact

annpNew Member

I would like to view notes on one contact only. Instead, Maximizer shows me notes on all contacts within a company. Is there a way to filter notes so that they appear for one contact at a time, only?

thanks.

3/20/073:29 PM

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goblueNew Member

Yes...I asked this in the "product features" forum a few months ago. The answer is to uncheck the "show all" box next to the "Filter" pulldown on the Notes tab.

3/20/075:32 PM

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annpNew Member

Thank you! Big help!

3/20/076:33 PM

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