How to sort and file notes

Here are some tips to help sort and file your notes. This can be used to create a filing system e.g. episodic filing.

You can re-order your notes in a Contact by Name, Template, User, Date Created, or Date Last Modified by clicking on the column header. 

If you choose to order your notes in a Contact by Name, you can create a name filing system by naming notes in sequential order and sorting them by name.

For example: