During a meeting yesterday we realized that we need to pull a report that grabs all jobs with a certain phrase typed in the notes and I am stumped at how to mine that data out of the system. Anyone have any tips??
I know it doesn't help you now but custom fields are reportable, if you added one to the job page you could report on that and in filter on the report hit contains. But hopefully the new search feature like @Miranda mentioned will make it happen!! 🤞
Randi Thompson Bill Joplin's Air Conditioning & Heating
Unfortunately I don't think there is a way to do that. The only thing I can think of from this point on would be to create a tag with the phrase and tag clients as you go and then pull a report based on tags.
Miranda Melnychuk, RSE Acclaimed! Heating Cooling and Furnace Cleaning
