I use the comments field to track interactions with clients, meeting notes, emails, etc. But when I want to go back and search for a keyword, or a certain message, it's a pain. I have to open each comment and search through by hand, sure would be nice if that would be searchable!
This seems like it would be really useful. In the meantime, as a workaround, if you're having a hard time finding a comment: could export to Excel which puts all the comments into a Comments sheet/tab where you can use CTRL+F to search all comments.
Thanks Courtney, the way I'm adding and searching almost daily. You are totally right. I was just praying for something more expeditious! :)
This would be a great search functionality to have.
Sherry Fox
Data Science & Reporting Specialist | PA Performance & Data Insights
UnitedHealth Group | OptumRx
EAP | Mobilizer | Automagician | Superstar | Community Champion
https://www.linkedin.com/in/sherryfox/