Planned: Global Search 🔎 💫

Inês Batata
Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
2500 Comments Second Anniversary 5 Likes First Answer
edited August 15 in What's New #1
image
Prototype. Final version may look different.

 

We are improving the way our Search feature works and looks, to give you a smoother and more thorough experience:

  • Search look-and-feel will be improved
  • See recently modified, viewed and added items
  • Differentiating between similar search names will become a lot easier with the use of hover cards
  • Introducing quick action buttons after your search
  • Bringing Knowledge Base, Academy and Community content into Search results

In short, this will make it very easy for you to find your data and navigate Pipedrive. Stay tuned!
 

🧠 Learn all about our Search feature here. Learn all about any of Pipedrive’s features from our Knowledge Base tutorials in your preferred language and our Academy video courses.
 
 

📝Please note 📝

Pipedrive reserves the right to modify and update the features in the What's Planned?  topic and does not communicate exact timelines for delivery. Follow What's Planned? to know what we're working on currently and what’s to come.

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Comments

  • Brad Krause_13404
    Brad Krause_13404 Posts: 518
    edited January 2021 #2

    Woah. looks nice. 

  • Ashkan
    Ashkan Posts: 2
    edited February 25 #3

    How can we subscribe to beta list?

  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited January 2021 #4
    Ashkan said:

    How can we subscribe to beta list?

    @Ashkan  Join our Research and Beta Testing channel for the chance to try out early versions and give us your opinion about new and improved features before they go live. 🧪

  • Desiree Morton
    Desiree Morton Posts: 39
    edited January 2021 #5

    @Inês Batata This look cool. will definitely be interested  the beta roll out

    looking forward to it

  • Anish Patel
    Anish Patel Posts: 30
    10 Comments Second Anniversary Name Dropper Photogenic
    edited February 25 #6

    Will there be any filter options within the subgroups?  For example, if I select Files, can I filer by size, date, etc?

    Will I be able to search Mail?

  • Ambar
    Ambar Moderator Posts: 8 PIPEDRIVE PRODUCT MANAGER
    Pipedrive Employee
    edited January 2021 #7

    In this first release, our aim is to overall improve the search experience. 

    Subsequent changes later in the year will include a filtering system. We will work on making notes within activity, files and emails searchable. And tons of other changes. 

  • Ambar
    Ambar Moderator Posts: 8 PIPEDRIVE PRODUCT MANAGER
    Pipedrive Employee
    edited January 2021 #8

    Will there be any filter options within the subgroups?  For example, if I select Files, can I filer by size, date, etc?

    Will I be able to search Mail?

    In this first release, our aim is to overall improve the search experience. 

    Subsequent changes later in the year will include a filtering system. We will work on making notes within activity, files and emails searchable. And tons of other changes. 

  • ilter pak
    ilter pak Posts: 33
    Second Anniversary Photogenic
    edited February 25 #9

    Lütfen Türkçe karakterler / harfler artık aranabilir olsun :)

    İ, Ş, Ğ, Ö, Ç, Ü... 

     

  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited January 2021 #10
    ilter pak said:

    Lütfen Türkçe karakterler / harfler artık aranabilir olsun :)

    İ, Ş, Ğ, Ö, Ç, Ü... 

     

    Thank you for your suggestion @ilter pak ! @Ambar I'm tagging you for reference.

  • Jörgen Sjöstrand_231
    edited March 2021 #11

    Yes, great dev plans! 
    It's important to be able to search in Subject/note. Most of my customers expect that they can search just as easily on the text they have written in their Activities in Pipedrive as they can search on what they have written in their emails in Gmail.

  • Eli Glanz
    Eli Glanz Posts: 57
    edited February 25 #12

    Can search on Mobile please be improved??

    Searching can only be queried based on;

    • Deals, People, Organization
    • Notes

    Can't search by Any custom fields or addresses. Which is truly critical.

    Please.

  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited February 2021 #13
    Eli Glanz said:

    Can search on Mobile please be improved??

    Searching can only be queried based on;

    • Deals, People, Organization
    • Notes

    Can't search by Any custom fields or addresses. Which is truly critical.

    Please.

    Hi @Eli Glanz  @Jörgen Sjöstrand , we're excited about these plans too!

    On mobile, content from notes in deals and contacts already appears when you do a search but not activity notes and email content yet, unfortunately.

    Improvements to the mobile app are in our plans and I'll make sure the team also takes these suggestions into consideration.

    Here’s how to get notified about what’s coming down the line:

    • Follow What's Planned to know what we're currently working on and what’s to come.
    • Follow What’s New and don’t miss any new release announcements.
    • Join our Research and Beta Testing channel for the chance to try out early versions and give us your opinion about new and improved features before they go live.
  • Brad Krause_13404
    Brad Krause_13404 Posts: 518
    edited February 25 #14

    Kinda wondering why Activities isn't one of the search options alongside deals, organizations, etc. 

     

  • Jörgen Sjöstrand_231
    edited February 2021 #15
    Eli Glanz said:

    Can search on Mobile please be improved??

    Searching can only be queried based on;

    • Deals, People, Organization
    • Notes

    Can't search by Any custom fields or addresses. Which is truly critical.

    Please.

    Great to hear all the exciting dev plans where the mobile app is important. But at least from my customer's point of view, they mainly have their workplace in front of the computer and search in the browser is way more important. They really expect to able to find what they have written in their notes/activities just like they do in their inboxes. 

  • Eli Glanz
    Eli Glanz Posts: 57
    edited February 2021 #16
    Eli Glanz said:

    Can search on Mobile please be improved??

    Searching can only be queried based on;

    • Deals, People, Organization
    • Notes

    Can't search by Any custom fields or addresses. Which is truly critical.

    Please.

    This already exists in Pipedrive. When searching on the computer, all results will show up - including notes and activities.

     

    As Pipedrive was primarily built around Salespeople - The Mobile app shouldn't be lacking in such a way...

    Can't search Activities and any other Fields than Titles (for Deals, People, Org) or Notes.

    It is really frustrating our Salespeople on the field.

  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited February 2021 #17
    Eli Glanz said:

    Can search on Mobile please be improved??

    Searching can only be queried based on;

    • Deals, People, Organization
    • Notes

    Can't search by Any custom fields or addresses. Which is truly critical.

    Please.

    @Eli Glanz Improving search in mobile  is in our plans too, we appreciate your patience. 🙏

    We aren't very keen on giving out ETAs as things in software development can sometimes go significantly quicker or slower than expected due to depending on many moving parts and unforeseen bumps in the road.

    This is where we make all product update announcements, make sure to follow them:

    • Follow What's Planned to know what we're currently working on and what’s to come.
    • Follow What’s New and don’t miss any new release announcements.
    • Join our Research and Beta Testing channel for the chance to try out early versions and give us your opinion about new and improved features before they go live.
  • Ambar
    Ambar Moderator Posts: 8 PIPEDRIVE PRODUCT MANAGER
    Pipedrive Employee
    edited February 2021 #18

    Kinda wondering why Activities isn't one of the search options alongside deals, organizations, etc. 

     

    We do not still support activities name/subject line search. Planned for our next iteration. 

  • Philipp Riederle
    Philipp Riederle Posts: 41
    edited March 2021 #19

    Please add also "Appointments" and "Notes" as searchable items! That would help a lot!

  • Sascha Briest
    Sascha Briest Posts: 9
    edited March 2021 #20

    Hi, as there are so many similar feedback entries and I cannot find my whishes anywhere, maybe this is the right channel to post ideas....

    • What about adding some features to similar accounts like hierarchy (on demand)?
       
    image
    • instead of adding notes to the entry like above, add a popup with user (NOT admin)-editable fields of interest, like:
      • owner, size, industry, website
      • org status: qualified, disqualified...
      • starred note
      • last won/lost deal
    • what about associated contacts, indented ?

    SO many ways to improve... thanks for your ideas/feedback

     

  • Sascha Briest
    Sascha Briest Posts: 9
    edited March 2021 #21

    Please also add multi word search with AND / OR ... or similar: + , ....

    I cannot imagine why my firm is found on the above thread, and when adding a city, it is NOT found....

    Does anyone have same behaviour?

    image
  • Kilian Heide
    Kilian Heide Posts: 20
    edited April 2021 #22

    Very cool update.
    But what is meant with the hover cards for similar search names?
    We have the struggle, that we have some contacts twice. One is activ and one is inactive. 
    In the search we can't see which is which, because it is custom data field.
    Will there be a possibility to see some selected data fields in the search next to the name and email?
    Best regards.