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Searching For Note Records And/Or Content

It's easy to search for Note records and/or content inside of a note using just a keyword search, where the search words can be anything about what you're looking for.

Search panel is doing a keyword search for 'the bear'.

To search for a Note record you open any of the 'Notes Index' windows, enter keywords into the window's Search panel, and then click on the Search hyperlink.

The easiest window to use for a note search is the Notes Index window and you open it by clicking on the Notes Index hyperlink found at the top of almost every window in the software. This window displays all of the Note records in a project.

A single, matching record is displayed.

If you're working with an Idea, Task, Subtask, or Work Session record that has notes, then click the Display Notes hyperlink in that window and you'll see a Notes Index Window displayed, but this window will only be showing the notes linked to that parent record.

Asking an Ideas Window to display its notes.

Once you're in a 'Notes Index' window of some type all you need to do next is type your search words into the window's Search Panel.

Your search words can be anything you think will be found anywhere inside the note record and/or the note's contents.

Even a single character search will find what you're looking for, as long as that character is anywhere inside that record.

A single, matching record is displayed.

After you click the Search hyperlink. the search will scan all the displayed records to see which ones contain your search words anywhere inside the record.

When the search is finished, the window displays the matching records.

A single, matching record is displayed.

Now if you double click anywhere on a record entry in that window, a Notes Window opens up, and it'll be displaying the note that entry is linked to.

You'll also be at the first section in the note where your keywords were found.

If you look at the Search panel in this image, you'll see that your search words were inserted into this panel as well.

When you're inside a Notes Window, you use its Search panel to do keywords exactly the same way as just described.

To display a note record in the Notes Window, just  double click anywhere on the record.

Using Multiple Consecutive Searches To Find Something

You'll often find that when you're looking for any kind of record, or some content inside a note, you'll only have vague fragments of memory of the thing you're looking for.

A note with a bear and some other animals in it

For example, if you were looking for the note in this image, all you might remember about it is the following.

  • There were pictures of bears and some other kinds of animals in the note.
  • I think the note was written sometime in February of 2022.
  • Was it written on a Thursday, or a Friday? I can't remember.
  • Was there some deer in there too?
A note with a bear and some other animals in it

This is not a problem, because you can easily perform consecutive searches, and rapidly locate the record(s) you're looking for.

Multiple, consecutive searches, looking for a specific note record.

Each new search, searches the records previously matched, by using a new set of keywords, extracted from your memories.

Eventually you reach a point where the list of matching records is so small, that it's easy to locate the record(s) you're looking for with a visual scan.

The best way to do consecutive searches is to start with the most unique keywords first, in each search that you do. Doing this reduces the number of searches you'll have to do, to usually two at the most.

The search list is small enough to easily identify the record being looked for.