Touchpoint Software Documentation | Has Task with Notes

Has Task with Notes

Located on the Ministry category tab in Search Builder, this Condition lets you find incomplete Tasks based on all or part of the words in the Notes section of the Task. This will return the people that the incomplete Task is about.

Leave the Comparision as Equal and enter part of the text that would be in the notes.

Use Case

If you have ministers that visit hospitals you might always put ‘visit hospital’ inside the notes. Then you can put use that text in this search Condition.

Caution

You do not want to select Not Equal, because that will find everyone who does not have an incomplete Task about them, not just those with an incomplete Task that does not have whatever you typed as the Value.

Tip

You can also search for what is in the Notes using the Task Search page.

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