How to Quickly Search and Filter Notes Using the "Comments" Option

Looking for a specific note, like "regarding sales," but can't remember exactly where it is? Recruitly makes it simple with the advanced filters and comments option.

Here’s how to quickly search your notes in just a few steps:

1. Tap on Advanced Filters: Go to the advanced filters section to get started.
   

   

   
   

2. Find the Comments Option: In the search bar, look for the "Comments" filter.
   
   

   

3. Choose Your Filter Option

   • Contains: This will show notes that include the term you're searching for.

   • Not In: This excludes the specific term you enter, showing all notes that do not contain it.
     

4. Type the Note Term: Enter the keyword or phrase you'd like to search for, like "regarding sales."
   
   

   

   
   

5. View Your Results: Instantly, you’ll see all records containing that note (or excluding it, based on your choice).
   

   

With these simple steps, you can filter through your notes in seconds!