Note Searching

Learn how to search for notes on a record list view.

Bullhorn offers two note search configurations: Note Searching and Advanced Note Searching. Advanced Note Searching groups all note-related fields into their own section on the search box, so you don't have to scroll through unrelated fields to find them.

If Advanced Note Searching isn't enabled for your database, the Note Action, Note Author, Note Comments, and Note Date Added fields display under Additional Criteria instead.

Searching for Notes

1. From your Bullhorn menu, go to the list you want to search — such as Contact.

2. If a Clear All button appears in the top right, click it to clear the previous search.

3. Click the Search box.

4. Depending on your configuration, use the drop-downs under Additional Criteria or Advanced Note Searching to select what to search for.

   Example: Note Action > Include Any > Outbound Call

   • Note Action searches for all note types containing the term you enter — for example, searching "Outbound Call" also returns any note type called "Second Outbound Call".

5. Add more fields to narrow your search until you find the note you're looking for.

   Example: Date Added > Within > Past 7 Days

6. Click Search.

7. Open the record to view its notes, or view them from the list view's slideout.

Looking for a list of notes matching specific criteria instead? See Generating a Notes Activity Report.