Searching in Notes
In this article, we'll see how you can search for notes.
Understanding Search Parameters
The search feature in Trident's built-in Notes has 22 distinct parameters. You can search for notes based on their type and details, associated users, attachment details, and date. Each parameter and its function is described below.
Search by note type and details:
Search by people associated with the notes:
Search by attachment details:
Search for notes by date:
Note: You can search for notes between a specific date range using the From Date and To Date filters.Searching for Notes
There are three ways to search for notes:
- Begin typing your search term in the search bar and select the relevant parameter from the list that appears.
- Choose the parameter first and then type in the search keywords.
- Include multiple search parameters in the search bar to narrow down the search results.
Note: In the search dialog, you can hit the tab key to shift between the various search parameters listed in one option. Viewing Recent Search Results
The recent search results appear below the search parameters. You can view the five most recent searches that were performed. Clicking on it will display the updated search results.
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