Running a global notes search

Notes can be attached to almost any entity in Autotask. Global Notes Search lets you search and view, but not edit, any type of note from one search page. This is useful when you don't remember what entity you attached a specific note to.

IMPORTANT   The larger your Autotask database, the longer a global notes search will take to return results, and the more likely it is that the search will time out. This is a system limitation, not a bug. When this happens, you must narrow the search by applying filters. The Date Created filter, for example, lets you narrow the window of time Autotask needs to search through.

How to...