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How To: Filter Client Notes

For filtering all your client notes.

Written by Soraya Brown
Updated today

It is easy to use filters to order and find specific Client Notes.

You can filter by My Items, Favourites, and Search.

  1. My Items will filter your list by notes that have been created by you.

  2. The Favourite filter shows all items that you have starred as a favourite.

  3. Search allows you to search the items in your list for a part or a full word.

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