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

Basic CRM functionality missing.  Need to do a keyword search.   

59 Replies
jonvpeters
Occasional Contributor

100% agree - did not realize this fucntion did not exist until recently. Had sent out notes to potential customers when a competitor changed their pricing model and made a note on each lead. Now I have no way to find those companies except to look through my leads one at a time. Seems like a pretty simple function. 

If I mention a competitor or partner in an email or my notes I should be able do a search on that. 

Nicola353
New Contributor

Yes, gmail's in-house CRM is actually better!  I've stopped using HubSpot because of this - it's an absolute minimum requirement!

pizzalabs
New Contributor

200% agree.

 

I would even settle for a filter to see if users have a not or not associated with their record.

smsb
New Contributor

+1 Here.. been following this thread since the beginning and have been hoping for an update. Any timeline on this? At a point where this is becoming critical for us. 

 

If there is no way to do this, is there at least a way we can export our contact with notes so that we can migrate over to a different crm with notes in tact?

JD1
Occasional Contributor

Glad to see so many people think this is a great idea, and much needed too!

This WILL be helpful in so many ways. I think all the benefits have been highlighted this thread.

 

Just like we can search for contacts via Name, business name, tel number, email, keyword search should just be added right here!

CTAKevin
Regular Contributor

 Any updates on this?

 

Is the In Beta just a scam to calm people down?

 

 

JonAbt
New Contributor

Also interested to know if this feature was ever created 

HubSpot Product Team
HubSpot Product Team
updated to: Delivered

The ability to search on notes has come out of closed beta and is live in the product to all customers!

JonAbt
New Contributor

 @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

 

jonvpeters
Occasional Contributor

YES! Will test shortly. Thank you!