Filter Productboard Notes by Customer
On an insights board, use Filtered by → Companies or Users to isolate a named customer. This differs from creating a dynamic segment for a cohort.
Before you start: Know the company’s canonical name and the users who submitted the relevant feedback. Check for duplicate company records when imports used several sources.
Worked example: Before Northwind’s renewal review, inspect its company-attributed notes, then one particular administrator’s feedback. Separate an account-wide pattern from that person’s isolated comment.
Step-by-step guide
Start from a broad board
Open an insights board and inspect active header filters. A previous source, date or status condition may hide the feedback you need.
Choose the account
Click Filtered by → Companies and select Northwind. Multiple selected companies are combined as any of those accounts.
Inspect source attribution
Open a matching note and verify its Company and User fields. Read the customer’s actual context before summarizing a need.
Check a specific person
Use Users for the administrator’s perspective. If a company filter is also active, remember different filter categories combine together.
Investigate empty results
Try Unassigned to find feedback lacking company/user attribution. Repair the relationship before concluding the customer gave no feedback.
Common mistakes
Treating no returned notes as no demand
An empty result can reflect missing attribution, another active filter or a duplicate company identity.
Sources and verification
Based on product documentation checked on 2026-11-04. This is a documentation-based guide, not a hands-on benchmark. Features and availability can change.