Search for a Note:
In the Advisor Hub use the filter to search by Meeting Name, Keywords, Status, or Attendees.
For additional questions, please reach out to support@zeplyn.ai.
Users can use the search bar to filter or search through their notes. They can search by meeting name, keywords, status, or client.
Search for a Note:
In the Advisor Hub use the filter to search by Meeting Name, Keywords, Status, or Attendees.
For additional questions, please reach out to support@zeplyn.ai.