Step 1: Install the Notes Search Extension from Zoho Marketplace.
Step 2: Open Zoho CRM Setup Page > Marketplace > Notes Search for Zoho CRM (Click on Configure).
Step 3: Select any module; for example by opening the Leads section in Zoho CRM you’ll see the Note Search already appeared on the left column.
Step 4: If you want to Add a Note, Click on the Add note and save it.
Step 5: If you want to Search for a Note, write your keyword on the search bar and click on search.
Step 6: You can Edit and Delete the note, button are given accordingly.
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