Is anyone familiar with a way to search for content in the Research section under the History tab?
I am looking to find a new patron that has been involved with a particular company we are trying to connect with. We have many new patrons, so I don't remember this person's name; however, I know when I did research on this individual, this company came up with their involvement in some capacity.
Thank you,
Melissa Voigt
Sarasota Opera
Hi Melissa, I'm not sure exactly what section you're referring to. I don't have a Research section under the History tab. Are you talking about the Notes section under the Research Tab?