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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.   

HubSpot updates
Be able to search notes in CRM (within or across contacts)HubSpot Produkt-Team
changed to: Delivered
03-28-2018

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

Be able to search notes in CRM (within or across contacts)HubSpot Produkt-Team
changed to: In Planning
08-24-2017

Be able to search notes in CRM (within or across contacts)HubSpot Produkt-Team
changed to: In Planning
08-24-2017

Be able to search notes in CRM (within or across contacts)HubSpot Produkt-Team
changed to: In Beta
10-03-2017

This feature is currently in Beta for a randomly selected group of portals. Will be available for everyone soon.

59 Comentários
Browns
Berater

Another reason I am passing on Hubspot no note or call search.

Why is it important? Say you are in real estate have 1 thousand contacts. You just got free hockey tickets and want to give to a client. You go to your crm and type in hockey and nothing happens ( well if you have hubspot that is )  does this maybe seem like the most important feature you should work on right now!!! I will stay with Pipedrive who will be releasing note search as soon as next month, prosperworks has excellent note search just like google and one reason I wanted togo with them.

Jems212
Sachkundiger

Would be so helpful.  Often we don't remember customer names as we meet so many but always remember a part of our conversation that I know will be in their notes and would like to be able to search by this.

 

Also we deal with clinician's/nurses so the actual patient names aren't our contacts they are just in our notes so if we did an assessment of patient James Smith and a different nurse rings next week to ask about assessment of James Smith unless she tell me the name of the nurse that booked the assessment I can't just search for notes containing James Smith.

 

thanks

seanfilidis
Berater

Shocked this is not already possible!

CFP-Jim
Mitwirkender

As a newbie to HubSpot, my enthussiasm is waning having learned it is not possible to conduct a word search across all Deals.

Examples of practical usefulness of this feature could be several, yet specific to each company using HubSpot. I thought I found the CRM for our small business to dive into . .. .. but not yet. I'll keep looking.

Browns
Berater

I keep looking for best crm for my uses. Pipedrive still the best.. The contact window the best. The Activity Tracker invaluable, Note search coming soon. I love that it does not have extra features I do not want or need. For a small business, especially outgoing call type like real estate, mortgage, insurance etc the best at the moment

mrspabs
Stratege

I have noticed that the notes on a contact record are not searchable. It would be great to make it searchable and usable in a filter. 

Drunner4
Mitwirkender

Is this really not available with Hubspot.  I'm an Evernote junkie and thought I would try HS to manage my partners/prospects conversations and status.  I assumed it would be a great place to log conversations but if I can't do a global search to pull out who I talked to about a certain topic, then its really missing something.  I've used PIMs/CRMS for 30 years and this is a basic function.  HS - is this on the roadmap - please tell before I spend too much more time building out my HS :-).  

Browns
Berater

Hubspot pretty cool for a free crm and even looks ok but obviously missing some key components including note search. I am using Pipedrive which is hands down the best crm for 12 bucs a month, note searching is in beta now so should be fully working in a month. Also has custom activity reporting which I needed... Prosperworks also has full note search but too expensive for the features.. Finally Capsule has a great note search!!! I would use that were it not lacking activity reporting

shaki
Neues Mitglied

+100 for searching notes...seem such basic functionality...is it only available to paid users?

Chorany
Mitwirkender

I 100% agree. We are a paid customer and trying to make this work for our business. This single feature may ultimatley be a deal killer for us.