Since its introduction, the Search All Notes tool has become one of our more popular features. By searching for particular keywords or phrases within their note, users leverage it to surface all manner of interesting groups from their client data. We regularly get requests about creative ways to uses these searches to generate mail merges, create custom exports, or manage groups of contacts.
Core Advisors Assistant services remained secure and uninterrupted this week. No reports were flagged by our uptime monitors, no intrusion was detected, and no users reported downtime for core services.
Core Advisors Assistant services remained secure and uninterrupted this week. No reports were flagged by our uptime monitors, no intrusion was detected, and no users reported downtime for core services.
Core Advisors Assistant services remained secure and uninterrupted this week. No reports were flagged by our uptime monitors, no intrusion was detected, and no users reported downtime for core services.
Core Advisors Assistant services remained secure and uninterrupted this week. No reports were flagged by our uptime monitors, no intrusion was detected, and no users reported downtime for core services.