Hello fcftherapeutic,

Since the update is rolled out in batches, in the meantime, you'll want to use the Customer Contact List report to see the customer notes. Let me walk you through how to get the report.

1. Click Reports.
2. In the Find report by name field, type Customer Contact List.
3. Click the Gear icon beside the Export icon.
4. Click the Show More link, then mark the Note box.

Once your account is updated, you will see a "Search Tips" in the global search field.

You might also want to check our page for future reference: Income and expenses.

Get back to me if you need help with anything else.