Search Notes

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

Click the Search Notes tab and begin your search.

Search notes

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...

Search From Jump Bar

Delete notes, emails, and comments

Delete notes, emails, and comments individually or in bulk from the Search Notes tab.

Delete Notes

Scroll down to the bottom of the page and click Delete these search results to bulk delete notes, comments, and emails.

Bulk Delete Notes

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.

Click Latest Activity and choose Notes from the dropdown options.

Activity Notes

Scroll through to find only notes for all activity, or activity related to a specific contact, case, or deal.

You can also filter by Emails, Comments, Files, and by a specific user or member of your team.

Not finding what you need? Contact our support team for additional help.

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