Bringing Notes into List view and Search

Josh Monifi
Josh Monifi Posts: 58
10 Comments Second Anniversary Name Dropper Photogenic
edited July 28 in Sales CRM #1

I am wondering if there are plans to...

  • bring Notes into a column in List view (to be able to view & export notes) and to filter by text within notes
  • find text within a note when typed into Search

I know that is is not best practice to rely on Notes to capture important information that could be listed and filtered using Fields, but there is a user that relies on Notes and would like to make them more functional. Thanks!

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Comments

  • Mike van der Valk
    Mike van der Valk Posts: 4,290 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited February 25 #2

    Hi @Josh Monifi 

    Regarding the list view there are currently no plans I'm aware of but I passed on the suggestion to our team. Regarding searching for note content. The "regular" notes are already searchable, the activity notes unfortunately not.

  • Josh Monifi
    Josh Monifi Posts: 58
    10 Comments Second Anniversary Name Dropper Photogenic
    edited February 2021 #3

    Hi @Josh Monifi 

    Regarding the list view there are currently no plans I'm aware of but I passed on the suggestion to our team. Regarding searching for note content. The "regular" notes are already searchable, the activity notes unfortunately not.

    Thank you! Yes it would be great to have Notes used in filters. Now I see that regular search looks at regular notes!

  • Josh Monifi
    Josh Monifi Posts: 58
    10 Comments Second Anniversary Name Dropper Photogenic
    edited February 25 #4

    @Elena Kazarov  check it out!

  • Elena Kazarov
    Elena Kazarov Posts: 20
    edited February 2021 #5

    @Elena Kazarov  check it out!

    Thanks Josh!

  • Paul Griffin
    Paul Griffin Posts: 3
    edited January 25 #6

    Search within notes would be a massive help. 

    If I'm looking for a specific keyword it only takes me to the deal that contains that keyword within a note - it doesn't point me to the one of 100s of notes within that deal that contains the keyword. It makes search almost useless for us (we have loooong sales cycles!). 

    At the moment search only gives us a very vague nod in a general direction. 

  • That is very true and having the search notes feature will be very much efficient in searching for specific items on the notes section itself.

  • Efril M
    Efril M Posts: 1
    First Comment

    Looking forward for this feature to be implemented soonest. It's a huge help not only to ease searching of important notes, but to be able to identify and locate important deals according to notes. As mentioned above, there are lot of users who relies on notes.