Schedule a Demo

Searching Notes

Find information on the topics discussed or advice given all in one place

We want you to succeed. If you would like support, please email us.
Email: support@pulse360.com

Tips

  • Notes are searchable by text, topic, advisor or status.
  • Select a time frame in the "Events" field and you can see all the notes added in this period. 

Walkthrough Link

By clicking the button below, you will be taken to Pulse360 application for a step by step walk-through.
Add a New Topic Walk-through

Guide

Step 1

Select a Client.

Step 2

Select a time frame.

Step 3

Notes are searchable by text, topic, advisor or status.
We want you to succeed. If you would like support, please email us.
Email: support@pulse360.com

Subscribe to our newsletter

For advisor insights, opinions (and maybe a little bit of humor!) delivered direct to your inbox
  • This field is for validation purposes and should be left unchanged.
Made with ♥ in Riverside, CA & Farnham, UK
© 2020 Pulse360, Inc. All rights Reserved.
closebarsangle-double-downchevron-circle-down

Sign up and get some humor delivered weekly

linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram