Is there a way to search for key words say in the NOTES field? I like to keep track of things such as what WCM turned a new WCM on to us, or what other Winery or Tour Group turned new clients on to us. It is helpful but I would like to run a report to help me out. Any suggestions?
Yes, absolutely! Check out the Notes section under the dashboard. You can export all your notes, import notes, and search by keyword.
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OMG!!! That is the BEST!!! Thank you!
Kris Curran
D’Alfonso-Curran Wines
4457 Santa Rosa Road Ste. #5
Lompoc, CA 93436
(805) 736-9463 Winery
(805) 736-9411 FAX
(805) 588-0152 Cell
www.dcwines.com
Think the enhanced functionality would be a tagging system.
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