Notes Filter Extension for Zoho CRM

Find the note you were looking for

Built for: CRM Developed by: Sinch MessageMedia
  ( 2 )

When you have long term customers, you end up with too many notes to scroll through. So how can you find that important note you added back in 2016? This extension solves that problem. It allows you to search through all notes on a lead/contact/account/potential and tag notes to make them easier to find.

Key Features:

  • Search through notes for a lead, contact, account, or deal to find important notes from the past
  • Tag notes to make them easier to find (e.g. tag with #meeting)
  • Filter notes based on tags, and combine tag filters with text search
  • Use boolean logic for complex searches (e.g. meeting AND invoice)

Tags

Deployment type Zoho platform
Published date Jan 30, 2020
Version 1.0
Category Marketing
Pricing Paid
Vendor Website

Compatible Editions

  • Standard
  • Professional
  • Enterprise
  • CRM Plus
  • Zoho One
  • Ultimate

For Support Requests

Report an issue

This app is published in accordance with Marketplace review process. Click here to know more.

Newsletter
Get the latest news on useful apps to simplify work and increase productivity.