There are two ways to search notes, emails, and comments in Highrise. You can also use the activity filters to find notes.
1. Search notes tab
Search Notes tab and begin your search.
The results will return any email, note, or comment with your search term or terms. In the right corner of the page, you can toggle between two options to sort your results:
Recent Activity - results sorted in chronological order (most recent to least recent)
Relevancy - results sorted by how frequently a term appears in your activity
Results are sorted by
Recent Activity by default.
2. Search from the jump bar
You can also search from the jump bar at the top of your Highrise account.
Enter your search team and click the option at the bottom of the results to
Search for ... in your notes, comments, and emails...
Delete notes, emails, and comments
Delete notes, emails, and comments individually or in bulk from the
Search Notes tab.
Scroll down to the bottom of the page and click
Delete these search results to bulk delete notes, comments, and emails.
If you delete the results by accident, the deleted results can be restored in bulk from your Trash can.
Find notes using activity filters
When viewing your Latest Activity or the activity on a contact, case, or deal page, you can use the activity filters to find notes.
Latest Activity and choose
Notes from the dropdown options.
Scroll through to find only notes for all activity, or activity related to a specific contact, case, or deal.
You can also filter by
Files, and by a specific user or member of your team.