How do I create a query on specific notes that I have added to a constituent's record? Can I output the text of specific notes in a query?
1. Create a new constituent query. 2. In your Criteria, enter in filters for the constituent(s) whose notes you wish to query on. 3. In Output, select Notes from your available fields. 4. Select Specific Notes. 5. Select the Specific Note type(s) that you would like to display in your Results. *Note: The Specific Notes listed here can be added and customized from Config > Tables > Specific Notepad Types. 6. Select the [Specific Note] Description field, along with any other fields you wish to display in your Results.