Filtering by Bio or Notes

If you want to filter through your contacts to see certain Bios and / or Notes, you would need to:

1. Go to the Contacts tab in your CRM and select Add Filter. Select Bio and / or Notes.

2. If you select Bio, you can search contacts with any bio, bio that contacts specific verbiage, or no bio.

3. If you select Notes, you can search contacts that include any notes, notes that contact specific verbiage, or no notes.

4. Select Apply Filter to see your results.