Go to: People >> Search (or any other menu option that uses the search feature) – Click here and scroll down for a video on all of step 1.
In the “Module and Status Filters” section, select the desired statuses to include in the search. If you make multiple selections, you can include people that have:
Any of the selected modules and any of the selected statuses
All of the selected modules and any of the selected statuses
In the “Communications Filters” section, optionally select the desired choice. Settings are broken down into three categories. You can make one selection from each category:
Email: Don’t Filter (default), Has Email, Has No Email
Mobile Email: Don’t Filter (default), Has Mobile Email, Has No Mobile Email
Text Messaging [this will only appear if Text Messaging has been enabled]: Don’t Filter (default), Has text messaging enabled, Does not have text messaging enabled
In the “Group Filters” section, optionally select the desired choice: Don’t Filter (default), Individuals Only (profiles associated with one person only), Groups Only (profiles that have been defined as representing a group)
Click the [Add Search Criteria] button. The available criteria corresponding to your module selections will appear first in the list, followed by other criteria. Instead of scrolling through the list, you can type a few letters of the criteria you want to use.
Select Note Log Entries from the drop-down list.
Select the desired match type:
Does not have any note log entries
Has at least one note log entry
Has a note log entry that contains (you will then be prompted to enter the desired text to include in your search)
Does not have note log entries that contain (you will then be prompted to enter the desired text to include in your search)
On Or After: Optionally enter the date value to search for Note Log Entries made on or after a specific date. If you also enter a value for “On Or Before”, you can search for entries logged within a date range. By clicking in the date field, you can select a date from the calendar that pops up.
On Or Before: Optionally enter the date value to search for Note Log Entries made on or before a specific date. If you also enter a value for “On Or After”, you can search for entries within a date range. By clicking in the date field, you can select a date from the calendar that pops up.
You can either search by entering exact dates or by using dynamic dates.
Continue adding search criteria or run your search:
Click the [Add] button to add the current search criteria to the list of things to include in the list and leave the screen ready for you to add something else – No search will be run yet.
Click the [Add and Go] button to add the current search criteria to the list of things to include in the list and to execute a search. – A search will be run.
