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Smith Douglas Systems

Sales notes search

Module: Sales
URL path: /sales/notes-search.aspx

Screenshot

Section titled “Screenshot”

Sales notes search

What this screen is for

Section titled “What this screen is for”

Search journal notes tied to sales contacts and contracts.

How to get here

Section titled “How to get here”
  1. Sign in to SMART 2.0 (see Sign in & navigation).
  2. Open Sales from the left menu (or hub linked from your role).
  3. Navigate to Sales notes search — the app path is /sales/notes-search.aspx.

Typical workflow

Section titled “Typical workflow”
  1. Open the screen from the module menu or hub.
  2. Set filters or search criteria if the page has a grid.
  3. Open a row to view or edit detail, or use toolbar actions (Save, Export, Import) as shown on the page.
Section titled “Related”