• "How can I search for specific details in my contact or vessel records that aren’t obvious fields?"

Resolution Steps

  1. Open the contact or vessel record you want to search within.
  2. Go to the Contact Info or Vessel Info tab.
  3. Scroll to the bottom and locate the Private Notes box.
  4. Enter any searchable text (keywords, identifiers, internal notes) into the Private Notes field.
  5. Save the record.
  6. Back on the main contacts or vessels list, use the top list search box — the Private Notes content is included in that search.

 

Verification: Verify that the contents of the private notes section can be searched.