Purpose

A single location to allow reporting on all Contact notes in the system.  This is filterable by your desired criteria.

Instructions

• Click on the Note Report link under the Reports menu.  The screen below is shown:

• Select the appropriate criteria to narrow down the results of your report as required.  The Created Date and Period will usually be the modified criteria.  Once ready, press Create Report.
• An example output can be found below:

• The description field contains the note detail