How to search Meeting Notes?
You can search by Notes Content:
As an example in the screenshot below, a research has been made by entering the keyword "Good meeting" in the search engine to narrow down the list of results. By pressing Enter, IR.Manager returned all Meeting Notes containing the keyword "Good meeting":
How to sort Meeting Notes?
You can sort the Meeting Notes by Note Content or by Note Date or by Event Name and Event Date, by ascending or descending order by clicking on each ascending or descending arrow icon visible in each column title:
How to filter Meeting Notes?
You can filter the Meeting Notes by Contact (Meeting Participant) and/or by the Event Date. Click on the button on the right-hand side of the search engine:
A popup window appears. You can enter a Contact and/or an Event Date / Time Period:
When you selected your filters, click on the button Apply Filters to launch the search process.
How to edit Meeting Notes?
To edit a Meeting Note, roll your mouse over the desired Meeting Note; a button entitled "Open Note" is reflecting. Click on that button to open the Meeting Note:
A popup window is showing up to consult/edit the Meeting Note. Modify the Meeting Note in the text area. You can use the text editor to format the Meeting Note. When done, click on Save to record the modification:
Once the Meeting Note has been edited, the Note Date is updated accordingly.