Searching for notes

To search for notes, open an account or a policy and click Notes in the sidebar to open the Notes screen. Use the search section at the top of the Notes screen to search for notes.

You can use the following filters and search fields:

• Text Search – Search for a word or text string in the subject or body of the note.
• Author – The user who wrote the note. PolicyCenter attaches the name of the user to a note when it is created. You cannot change the author of a note.
• Related To – A note created in a policy, submission, or activity is related to that entity. A note can be related to just one entity.
• Topic – A typecode that classifies the note, which you choose from a drop-down list. This list is populated from the NoteTopicType typelist.
• Date Range – Enter a range of dates.
• Sort By – Sort the results by author, date, exposure, subject, or topic in either ascending or descending order. These values are typecodes from the SortByRange typelist. In the base configuration, the default sort is by date in descending order.

In the base configuration, you cannot search by Security Level.