Filter Journal Entries Within a Contact or Matter Record's Journal

  1. Open the 'Journal' tab through the Contact record or Matter record. 
  2. Select the blue gear icon on the far right of the screen. 
  3. Toggle through the listed filters based on record type, date range, activity type, interaction type, or emphasized notes. You can also choose to view the journal in a table or timeline view. 
  4. Select the green 'Apply' button. 
  5. Only journal entries that match the search parameters will be displayed.