Using Mission Pathways Enterprise Notes Filters
This article provides information on how to use Enterprise Notes filters.
Meetings may span across many organizations, and the note's contents about the particulars of the meetings, such as who attended what meeting, what topics were discussed, and what ministries may be impacted can be easily found using the Notes Filter feature.
Click on the Notes tab and Filter icon to view filtering opportunities that are available to help you locate specific notes across various organizations.
Filters include the ability to locate Notes by using a Keyword search.
Filters also include the ability to locate Team members, Topics, Ministries, Interaction types, and Key people.
As an example, the Ministries filter can be used to search for notes from a specific Ministry. Or, you can use the Team Members filter to look for someone you know wrote a specific note.
Click here for more information about Notes in the Mission Pathways Enterprise application.
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