The Event Logs page can be used to view, organize, and edit all activities within FreeAgent. However, if you would like to focus on notes there's a section for that as well.
Edition Qualifier: The filter feature is available in all FreeAgent Editions.
User Permissions: This feature is available for all users in FreeAgent CRM.
In this tutorial, we will cover the following topics:
Navigate to Notes
Filters and Views
Just like with other views in FreeAgent, you can filter your Event Logs. You can create custom views so that you're only seeing the logs you need or want to see.
To learn more about filters and how they work, please visit the following tutorial:
Filters
You can also change your view the same way you can with other apps in FreeAgent. The available views are listed below. To learn more about each type, click on the corresponding link.
Save View
If you have applied some filters or even performed a specific search within your Events, you can save it as a View, for quick access. To learn more about Saved Views, please visit the following tutorial:
Saved Views
Export Notes
Exporting your Event Logs is really simple. Just click the 3 dots icon and click 'Export CSV' or 'Print to PDF'.
You have the option to export all your data or use filters and searches to narrow down the information to be exported. You can even opt to download the information of a single type if you need to.
Import Notes
You can import notes via the import wizard. See the article about importing your data into FreeAgent for more information.