{"id":24449,"date":"2020-04-06T15:02:14","date_gmt":"2020-04-06T22:02:14","guid":{"rendered":"https:\/\/www.nimble.com\/blog\/?p=24449"},"modified":"2025-07-07T08:47:51","modified_gmt":"2025-07-07T15:47:51","slug":"nimble-contact-notes-search","status":"publish","type":"post","link":"https:\/\/www.nimble.com\/blog\/nimble-contact-notes-search\/","title":{"rendered":"Easily Find Notes on All Your Contacts with the New Nimble Contact Notes Search"},"content":{"rendered":"

When trying to build better relationships, it\u2019s important to be able to easily locate things that have been quickly jotted down during conference calls or meetings. That\u2019s why Nimble has made it easier than ever to <\/span>locate notes associated with a given contact <\/b>with our new Contact Notes search.<\/span><\/p>\n

<\/p>\n

What\u2019s New in the Contact Notes Search Feature<\/span><\/h2>\n

Notes are critical to closing deals and starting new business relationships. They allow you to keep track of where you left off in a conversation, promises that were made, and key details about the customer and what’s important to them.<\/span><\/p>\n

With the new Contact Notes Search, you can search for notes related to your contacts for a quicker recollection of engagement history and deal-related activities.\u00a0<\/span><\/p>\n

Here are all of the filters you can use to search for notes:<\/b><\/p>\n

Note Text<\/span><\/h3>\n

Search by the content of your notes (such as \u201cinterested in the product\u201d or \u201creschedule meeting\u201d) in order to quickly recall what you need, when you need it.\u00a0<\/span><\/p>\n

Created\u00a0<\/span><\/h3>\n

Locate notes based on the date they were created to pull up meeting notes.\u00a0<\/span><\/p>\n

Updated<\/span><\/h3>\n

You can search by recently updated to keep up with the changes in your sales cycle.\u00a0<\/span><\/p>\n

Author<\/span><\/h3>\n

Find a note based on who created it to stay on the same page with everyone on your team.\u00a0<\/span><\/p>\n

Has notes<\/span><\/h3>\n

Want to see all of your contacts that have notes related to them? We have a filter for that too!<\/span><\/p>\n

Build an Advanced Segment For Notes<\/span><\/h2>\n

To start, visit your Contacts tab and click within the search bar to launch our Segmentation feature.<\/span><\/p>\n

A segment is a group of contacts defined by the filters you select. Use the “Add Filters” and “Grouping” functions to build smarter segments of your contacts. Contacts are automatically added to saved segments when they meet your criteria.<\/span><\/p>\n

To search on notes, just click “Add Filter” and choose “Contact Note”. You’ll then be presented with the following search options:\u00a0<\/span><\/p>\n