First, we will query on this field to find the correct accounts:
  1. Click Queries
  2. Click Manage Queries
  3. Select a category that you want to store this query in
  4. Click New Query under the tasks menu
  5. Name the query
  6. Set the Starting Query to Base/All Constituents
  7. Under Results, set the Data Return Type to Accounts
  8. Under Criteria Options mark Match each criteria
  9. Under Browse Fields select Account from the drop down menu and click on Persona Note
  10. Fill in the text you’re looking for
  11. Click Save and Preview
Then, to show these notes we will create a report:
  1. Click Reports
  2. Click Manage Reports
  3. Select a category that you want to store this report in 
  4. Click New Report under the Task Menu
  5. Name the report
  6. Under Group Results, select to Group Report By (Do Not Group)
  7. Under Browse Fields, select Sets in the drop down menu and click Name and Address
  8. Select Account Fields under Browse Fields and click Note
  9. Click Save and Run under the Task Menu
  10. Under Query select your category in the top box and your query in the bottom box
  11. At the bottom of the page select a Delivery Option and then click Submit