Help Document- Notes Search for Zoho CRM

1. Notes Search Widget is installed as Related List in the Module, as you see in the below screenshot!

Notes Search for Zoho CRM

2. By clicking on the "Add Note" button you are able to add a new note.

Notes Search for Zoho CRM

3. By typing out the word in input field and clicking on search, you will be able to search the record that contains that word in it's title or content. An exact match is highlighted, in case of non highlighted match they are just displayed.

Zoho Notes for Zoho CRM

4. You are able to delete a searched note by clicking on the red trash button available and confirming.

Notes Search for Zoho Search

5. You can do the same thing to edit the note as well.

Notes Search for Zoho CRM

6. Here's another example of Notes searching!

Notes Search for Zoho CRM