Gobsmacked that the ability to search the Notes is not in place. A basic spreadsheet has this ability. The contacts section in my iPhone can do this. I need a CRM to do what I can’t - & I can’t remember all the details about each client.
I don’t remember client names easily, but I can usually recall something about the client. Thati’s information that I would write in the Notes. I’m sure it is essential for most CRM users.
The speed of Hubspot is impressive, but if it doesn’t have the functionality to search within all the data it stores it is like a library book returned to the wrong shelf. It is there but where?
I thought I had a work around by exporting contacts to a spreadsheet. Worringly, the Notes section did not export! (NB: I am a new user so there may be a way to do this that I have not found).