Enhancement - Client & Job Summary Page – Notes – Search by Contact
In this release, we've added a new filter button next to the Refresh button on the Job and Client Summary page under Notes. This icon has a tooltip labelled Search by contact. If no contacts have been mapped to the selected client, the filter will be disabled for both job and client.
Key Changes:
- Clicking on Search by Contacts will open up a pop-up screen where you can enter the name of the contact or the email ID.
- You can select single or multiple contacts and click on the Apply button to view their relevant notes on the screen.