CRM

CSI-EB
Participant

Search feature very limited

I'm completing onboarding my company on Hubspot and I am impressed with how user friendly it is.  I'm overall very happy with the CRM and the support.

However, there's a huge limitation in the search feature.  There needs to be a search that searches across all properties.  As it is now it only searches contact name, company name, deal name.  I know there are work arounds, but they are clunky at best (i.e. using filters to find say a PO number but even then I have to enter exactly the PO number...no "contains").  Sometimes I need to search keywords that might be present in different properties.  This is a pretty disappointing limitation.  I wish I had realized this earlier; it might have been a deal breaker. 

  • Has anyone else been taken aback by this search limitation? 
  • Does anyone have a less clunky work around? 
  • Has anyone requested an improvement to the search tool, or an advanced search tool? 
  • What do I do to go about formally requesting this feature request/improvement?
11 Replies 11
kwilhelme
Participant | Diamond Partner
Participant | Diamond Partner

Search feature very limited

I would love the ability to search within assets by URL as well — for instance I discovered we broke some of our pop-up forms and chatflows because we optimized a blog article and changed the URL. If you could search for that URL in HubSpot to know that it was part of a pop-up form or chatbot's targeting settings, that'd be amazing! 

0 Upvotes
PamCotton
Community Manager
Community Manager

Search feature very limited

Hello @kwilhelme , you refer to the search bar or to a property for example check-in a list?  The more information, screenshots, and details you can provide, the better I can advise on the next steps.

 

Kindly,

Pam

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kwilhelme
Participant | Diamond Partner
Participant | Diamond Partner

Search feature very limited

Hello, I'm looking to see all the places where a URL is used. For instance, if you could use the search bar or elsewhere to see this URL is used in XX pop-up form and XX chatbot and linked to from XXXX other internal blogs/pages. I am not aware of this feature existing today but it'd be extremely helpful. Thanks! 

0 Upvotes
StefaniUAT
Key Advisor

Search feature very limited

The global search bar at the top right of the GUI is helpful. However, a list/lists can be pulled to assist in this with some expertise involved. What is the ultimate goal? IE: Are you trying to block your own domain, another domain, research, etc.?

Best,
Stefani Johnson
Defect and Database Administrator
University of Advancing Technology
uat.edu I Earn Tech Respect
Brennon
Contributor

Search feature very limited

The search function needs to also work in deals - right now search in deals only returns on the name or the deal description

StefaniUAT
Key Advisor

Search feature very limited

Hello,

For really important properties like "PO#" you can copy that field into a task via workflow. You are then easily able to pull reporting, will show up in the global search bar under "activities", etc. 

 

If you give me examples of what properties you want to search for, I may be able to give you some more ideas.

IE: contact property x, contact property y, company property z. etc. 

Best,
Stefani Johnson
Defect and Database Administrator
University of Advancing Technology
uat.edu I Earn Tech Respect
PamCotton
Community Manager
Community Manager

Search feature very limited

Hey @StefaniUAT thank you for contributing with our Community and continuously help users here! 

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JasonTisdall
Contributor

Search feature very limited

Hi CSI-EB

Agreed - a bit of a shame the better search isn't built in.

You can get a fairly detailed workaround by exporting all contact properties as an xlsx file and then searching and using the find all field feature in excel.

A bit clunky but it is better than most alternatives 🙂

cheers

Jason

0 Upvotes
JessicaH
HubSpot Alumni
HubSpot Alumni

Search feature very limited

Hi @CSI-EB,

 

Thanks for your feedback.

I want to tag in some thought leaders to see if they have any suggestions.

Hi @Carly_Farlow @Josh @JasonTisdall @mike-ward, do you have any workarounds or recommendations?

 

Thanks!

Jess


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CSI-EB
Participant

Search feature very limited

Thanks for the quick response, Jessica.  Yes, I can use filters to search specific fields (properties).  That is the work around.  It's something, but  it is still limited because 1. It takes longer (might be on phone with customer and trying to look up their system quickly) 2. You can only select contains "exactly" so it isn't super effective (so searching notes properties for key words won't work) 3. only searches one property at a time.    Let me know if you get any other feedback.  Thanks!

0 Upvotes
Josh
Recognized Expert | Platinum Partner
Recognized Expert | Platinum Partner

Search feature very limited

Hi @CSI-EB,

 

We've come across this limitation as well. I certainly agree that it would be helpful to search within the content of various properties. 

 

This is available on Enterprise plans. You can create 3 searchable properties for each object type. I understand this isn't the best solution if that's the only Enterprise feature you need as it wouldn't justify the increased investment. 

 

Some of the workarounds we've used are incorporating important searchable elements into the properties that are already searchable. For example, some of our clients aren't integrating their ERP system with HubSpot yet so they add the ERP job number to a deal title in HubSpot to find and reference it via search. Not perfect, but it works in some scenarios.

 

Good luck!

 

Thanks for the ping @JessicaH 

 




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Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Platinum Partner & HubSpot Certified Trainer