We are having trouble searching for clients because client legal names for billing often differ from the DBA, or because a parent company is invoiced for subsidiary companies. While we can put the familiar company name in the Notes field, this field is not included in the customer search.

Is there a way we can include the Notes field when searching for customers? Currently, we must search through Slack messages, emails, or Google Drive docs to recall which entity is paying for some of these clients even though that information is in the notes under each company.

This is a royal pain when we get a report on project statuses and need to ensure that milestones are billed accordingly. Our employees know the company by its DBA which is what is used in these reports, and the billing portal quite often differs.