How can I search within a person record?

Michiel
Michiel Member Posts: 1 VERIFIED MEMBER
Third Anniversary Photogenic
edited March 28 in Sales CRM #1

We sometimes have contacts that have a lot of emails stored in Pipedrive. How can I search for something for only one contact? Control Find won't work as the content is not loaded until you expand a specific message (which makes sense)

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Answers

  • Sophie
    Sophie Pipedrive Team Posts: 199 PIPEDRIVE TEAM
    Third Anniversary 100 Comments 5 Answers 5 Likes
    #2

    Hi @Michiel,

    Unfortunately, it's not possible to search for emails from within the detail view, however, I would be happy to pass this along as feedback!

    As a workaround in the meantime, would it help if you searched for the specific contact and email from your sales inbox directly? https://sharing.pipedrive.com/i/LdFMKK

    You can also apply different filters to your sales inbox to isolate certain emails!

  • isobel_theeventartists
    isobel_theeventartists Member Posts: 2 NEW MEMBER
    First Comment
    #3

    We would also love this feature! It's infuriating to have to read through all the email correspondence from numerous people in our team to try to find answers. The sales inbox is only my emails, not the rest of my teams, so is not a helpful workaround.

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