Search Contact Notes

Search Contact Notes

Last updated October 27, 2022 (Version 0.01 beta)

The following steps explain how to search contact notes.

1. Login to Carter using your username and password.

   

2. Click Contacts in the administration menu on the left.

   

3. Use the Search bar to locate a specific contact.

   

4. Click on the desired contact and navigate to the Notes tab. All notes for the contact will appear in the Notes information window.

   

5. To search contact notes use the Search bar to locate a keyword.
   

Only users with appropriate account permissions can search contact notes. If you are unable to complete this function please contact your Account Manager or Administrator.

Still have questions? Please contact  Carter Customer Support for further assistance.