Search Functionality

Once I logged email to contacts, I expected I would be able to search on keywords and/or subject lines in order to search for specific logged emails.  It is VERY inconvenient to try and find specific logged emails by manually scrolling through a given contact's activity stream emails.  Of course, I am filtering just for "sales emails" but there's still lots of email to scroll through.  I would like to suggest a search function for contacts activity stream.  Thank you. 

24 Replies
pboudy
Regular Contributor

I am going to vote for this-- being able to search through contact engagement data (call notes, emails sent/received, etc.) is just so important especially as the groups get bigger.  I thought this was in there since all the other CRMs I tested had it (and so does SF and that's old as dirt.  

 

Thanks HS for considering this important extension of your search. 

 

flash
New Contributor

This is a very important feature for me.  I agree with pboudy that the search should scan all contact fields.

PeppeL
New Member

Agreed, searching in the crm should offer a bit more information.

The salesforce search is very comprehensive and shows info in emails or notes as possible matches to the search criteria

SalesLD
Regular Contributor

 There is no excuse for not having this functionality. It should be the top priority. 

jstencel4
New Contributor

Absolutley this is a must have feature!  Even microsoft outlook contacts has the ability to search type in notes!  Please Hubspot add this feature.

AnthonyZepeda
Occasional Contributor

I also agree. I don't understand what the feature designates to company name. Makes no sense whatsoever. 

joerobison
Occasional Contributor

This is 100% necessary!

 

A shame it doesn't exist.

 

Why would I only want to search contact or deal name?

 

Should be a global search of all data within Hubspot CRM

BryceHarenburg
Occasional Contributor

Big upvote here, as well. Being able to search through all text for all activities (not just emails, but also calls and notes) would be so powerful. Other tools have it, so I think it would help make HubSpot even more competitive.

ValValou
New Contributor

We need to be able to search with a keyword. And have all results from notes, email log contact deal etc.

 

E.i.  I have a client X who sent all his B deals to this other client Y. they are both in my database I have almost 1000 clients. I added in my notes under client X that i have to contact client Y to get his deals. so when I do a search with clientY only the contact come up, I need the Notes also to come up since I mentionned him in clientX notes, but that part wont come up and i cant remember client X's name

Basically I would like to do a search with a name and see all places where its been mentionned (deals contact notes etc)

 

Thank you for your help

Jefe
Regular Contributor

Upvote