Be able to search notes in CRM (within or across contacts)

@bkeller Great News! (: Thank you!

How does it work? is there documentation? I tried a quick search on the top (dark grey) search bar and contacts search bar but nothing came up

Update:

Was able to find keywords in emails in the top dark grey search bar but not in notes or calls logs.

Additionally a couple of notes:

  • The search come up for a keyword as in “found in an email” you don’t see a preview or a timestamp but you do see the email address. would much rather a preview or timestamp than the email
  • Following the above, you can’t hit enter on the search of the keyword to then see a preview of all results, (preferably with more info). So (currently) you have to search, a drop-down comes down with results if you click on one you have to start all over and remember which line you are up to (if it is even the same as search parameters are not shown) all without knowing anything
  • You don’t get taken to the instance of the keyword, just to the contact page. Better than nothing but seems unnecessarily limited

Those are initial impressions. If I’m doing it wrong or if there is another way please let me know