With 10 different sets of Notes Logs<\/a>, it can be difficult to remember exactly where a particular note was entered in MR9. Use Notes Finder to search for log notes entered manually by users and automatically by the system.<\/strong><\/p>\n With this tool, you can search for notes made in:<\/strong><\/p>\n Search each Notes Log category for notes by:<\/strong><\/p>\n You can include all notes in your search or exclude cancelled notes from your search.<\/p>\n MR9 displays the notes that meet your search criteria with the most recent notes listed first. You can see at a glance:<\/p>\n You can sort the notes listed by one or more columns in ascending or descending order (but when you exit the function, MR9 will revert back to the default order). Export the list as an Excel<\/em> spreadsheet or\u00a0a CSV (comma-separated values) file to save, print, share, or use in other applications.<\/p>\n Drill down in any note to see more information associated with the note \u2014 such as the contact listing associated with a contact note. From there you can edit\/update the listing, upload\/download repository files, and add more notes to its Notes Log.<\/p>\n TL;DR: Use the Notes Finder tool to find notes quickly anywhere in MR9.<\/strong><\/p>\n Contact:<\/strong> Person who works for a firm you do business with, such as attorneys.<\/p>\n Firm:<\/strong> Business you provide services to, usually law firms.<\/p>\n Location:<\/strong> Place where jobs occur.<\/p>\n Notes Logs:<\/strong> Un-editable internal-use only notes entered either by a user or automatically by MR9 appear in chronological logs in the database record where they occurred, such as a case, job, invoice, or entity. More ><\/a><\/p>\n Tracking:<\/strong>\u00a0System for\u00a0keeping track of where production items are in your production cycle and physically in your office.<\/p>\n","protected":false},"excerpt":{"rendered":"\n
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View search results<\/h3>\n
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MR9 concepts in this lesson<\/h4>\n