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Searching for and Mass Updating Notes

Nav Menu » Search \ Notes

Depending on your level of permissions, you may or may not be able to Search for Notes. Click Search from the Nav Menu on the left-hand side of the screen and select Notes. This takes you to the Advanced Search Note screen. From here, you can customize the search parameters by selecting boxes with the two small triangles (on the right side of the box). Choose from a number of variables depending on what Note(s) you’re searching for. When you are finished customizing your search criteria, click Search. This will show the Notes you searched for.

Clicking the Export box will allow you to export all your Notes, or Notes you Select to either a .csv (comma separated value) file, or directly to a Microsoft Excel file (.xlsx).

If you’d like to choose the results you want to export that you found from your search, highlight them by clicking anywhere in their row, then click the Export box and choose either Selected or Selected-Excel.

Fields on the Advanced Search Note page

User - Click anywhere in the User field to bring up a list of options to choose from. Next, in the box to the right of the User field, type in a User for your search parameter.

Date - Click anywhere in the Date field to bring up a list of options to choose from. Next, in the calendar box to the right of the Date field, type in a date, or click the calendar icon and choose the Date you’d like.

Text - Click anywhere in the Text field to bring up a list of options to choose from. Next, in the box to the right of the Text field, type in the text you would like to search for.

Category - Click anywhere in the Category field to bring up a list of options to choose from. Next, in the box to the right of the Category field, select the Category you would like to search for.

Notes Type - Click anywhere in the Notes Type field to bring up a list of options to choose from. Next, in the box to the right of the Notes Type field, choose a selection from the list of available choices for your search parameters.

Offices - Click anywhere in the Offices field to bring up a list of options to choose from. Next, in the box to the right of the Offices field, type in an Office for your search parameter (your default office should already be listed).

Buttons on the Advanced Search Note page

Search - Once you have entered all of your parameters, click the Search button to search cases.

Clear - Click this button to reset all parameters.

Save - Click here to save a copy of the Search containing the parameters you’ve chosen.



After running your Search on Notes, you will have a list based on your search parameters.


You may now select Notes you would like to Mass Update by clicking the checkbox to the left of View for the Notes you're interested in, then click the Actions box, and finally click Mass Update.


You may now Mass Update the Notes you selected and change them to all Miscellaneous or Sensitive by clicking the slider from Off to On and chen choosing a Category, before finally clicking Ok.