Made Note With Keywords As Of¶
Located on the Tasks and Notes category tab in Search Builder, this Condition allows you to find people who have completed a ministry assignment during a specific date range and associated with specific Keywords. This is a great way to follow-up and thank people who have been doing outreach for your church.
The Keywords list items (Codes options) are found under Administration > Setup > Lookup Codes and can be edited by your church TouchPoint Admin.
Updated for Tasks & Notes