XBert

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

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

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

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

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

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- <a href="https://support.xbert.io/en/articles/5521407-how-to-create-a-template">How To: Create a Template</a>
- <a href="https://support.xbert.io/en/articles/5521434-how-to-add-a-schedule">How To: Add a Schedule</a>
- <a href="https://support.xbert.io/en/articles/8064499-how-to-add-workflow-only-clients">How To: Add a non-connected software client</a>

1. The Favourite filter shows all items that you have starred as a favourite. 
 
 
 
2. My Items will filter your list by items that have been created by you. 
 
 
 
3. Search allows you to search the items in your list for part or a full word. 
 
 
 
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 What's Next?
 - <a href="https://support.xbert.io/en/articles/5521407-how-to-create-a-template">How To: Create a Template</a>
 - <a href="https://support.xbert.io/en/articles/5521434-how-to-add-a-schedule">How To: Add a Schedule</a>
 - <a href="https://support.xbert.io/en/articles/8064499-how-to-add-workflow-only-clients">How To: Add a non-connected software client</a>

How To: Filter Client Notes

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