How can I search within a person record?

Michiel
Michiel Member Posts: 1
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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)

Answers

  • Sophie
    Sophie Pipedrive Team Posts: 134 PIPEDRIVE TEAM
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    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!