Is there a way to search through all customers for specific keywords?

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  • Updated 8 months ago
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We are trying to find a way to effectively search for keywords in notes & timeline across all of our customers.  Such as "Financial Reporting", is there a way to do this?
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Chris Hughes

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Posted 8 months ago

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Dan Ahrens, Official Rep

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Hi Chris,

Yes, you can create a report on the object Activity Timeline and if you add the notes field into the report, you can search for text in that column. 

Also, we are working on a new Timeline feature called Global Timeline that will enable you to see all timeline entries across all customers in a single feed. Coming soon!