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Basic CRM functionality missing. Need to do a keyword search.
The ability to search on notes has come out of closed beta and is live in the product to all customers!
This feature is currently in Beta for a randomly selected group of portals. Will be available for everyone soon.
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.
Yes, gmail's in-house CRM is actually better! I've stopped using HubSpot because of this - it's an absolute minimum requirement!
I would even settle for a filter to see if users have a not or not associated with their record.
+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?
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!
Any updates on this?
Is the In Beta just a scam to calm people down?
Also interested to know if this feature was ever created
@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
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:
Those are initial impressions. If I'm doing it wrong or if there is another way please let me know
YES! Will test shortly. Thank you!
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