Creating Saved Searches for Messages on Records
You can define search criteria that let you filter your search messages entered on entity records.
To create a saved search for messages:
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Go to Reports > Saved Searches > All Saved Searches > New and select the type of record you want to search.
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Enter a descriptive search title.
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On the Criteria subtab, select Message Fields..., Messages From Fields..., or Messages To Fields... in the Filter field.
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In the popup window, select the user note field you want to filter your results by.
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Select the criteria based on the field you selected.
The criteria appears in the Description field.
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Click Add.
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Click Preview or Save & Run to view your search results.