Is there a way to filter to just one person's notes/activities on a contact?

Andrew Cole
Andrew Cole Member Posts: 3 VERIFIED MEMBER
First Anniversary Photogenic 5 Likes Name Dropper
edited December 2024 in Sales CRM #1

I know we can use activity filters to apply to a specific contact, but wondering if we can do the same for notes.

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  • Tony Xavier
    Tony Xavier Pipedrive Team Posts: 171 PIPEDRIVE TEAM
    100 Comments 25 Likes 5 Answers Second Anniversary
    #2

    Hello Andrew,

    Currently, there is no option within Pipedrive to filter your data based on notes as you would for contacts, deals, etc., but you could use external tools like Google Sheets to achieve this.

    In Pipedrive, you will have the option to export all the notes in your account, and once it is exported, you can use functions like FILTERS and REGEXMATCH in the spreadsheet of your choice to filter the contents of the export to find the data you are looking for.

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