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.
+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?
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
Thank you HubSpot Product Team, so far so good in being able to search notes, emails and other fields. Good to get some documentation or add to training or a blog at some point so its clear what the capabilities are.
Am I missing something? I still do not see any options to search across HubSpot. When I try to search, I can only find Contact or Companies. Where do I search across notes, emails, and call logs?
Please, please create a keyword search function in the dashboard. We started coding our notes so that we can search for all contacts or deals that match a certain code depending on our objective, but we can't utilize those codes until that function is created. Please help!
Hi there, we all agree on the absolute need for fulltext search as a custumer relationship is not base on predefine frame but on catching an opportunity, a key feature that we were not expecting! When will you allow us to use HubSpot like we use our MacOS Spotlight (which I assume implies you to work on indexation a lot)?
Many thx
>> it's a game changer: I would switch my company to HS if you commit to deliver this feature 😉
you can search in notes by the search on th etop, not the search in contacts. The problem if that you cannot filter all the people with a specific word in a note. IT's incredible. HS team could do in a day
@Hubspot please start building this or at least reply to this thread. Also, this thread is so old, the feature should have been there a long time ago. I love the platform, but same as others in this thread, this really is a deal-breaker.
Hi, we just onboarded with HS and we have imported our notes for all accounts and don't see anywhere where ALL notes can be searched. We know this can be done on the account level but were curious if we could search ALL accounts for certain keywords. If anyone could shed any light on this or work arounds please let us know. Thanks!
