This article will guide you on how to search for all notes for a member/customer.

Requirements - A Master Admin login or a staff type that has the following permissions:

Member Management : General - Can access client options
Member Management : General - Can search all client notes

Accessing All Notes

Navigate to Members > Search All Notes. On the Search tool you can enter a key word, for example "cancellation", and it will provide you with the list of members who have a note related to this key word.

Select a note to view more details by clicking on the Note Subject. A new pop-up window will provide more information in regards to the note.