Bringing Notes into List view and Search

Josh Monifi

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!

Mike van der Valk

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

Mike van der Valk said:

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

@Elena Kazarov  check it out!

Elena Kazarov

Josh Monifi said:

@Elena Kazarov  check it out!

Thanks Josh!

PG

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. 

LSF-Admin-3

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

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.

cis

any updates on this - filtering using the any word in the notes?

Manuel Oliveira

Hi everyone, I have made this conversation into a feedback post. Feel free to upvote it, as it will make it more visible to other users and the pipedrive team as well. The highest voted requests are more likely to be turned into a feature :)

cis

this needs to become a feature

Josh Monifi

Thank you for promoting this post to a feedback post, @Manuel Oliveira!

To recap:

• Pipedrive IS currently able to search through the Notes field in the Search bar.
• Pipedrive does NOT look into Activity notes when performing a Search (and it should!)
• Pipedrive does NOT allow you to pull notes into a filterable column (and it should!)

Thanks!

Josh Monifi

How can I get more eyes on this post?

katharine

any update on this? this would be a vey hug improvement

Josh Monifi

https://community.pipedrive.com/discussion/comment/35054#Comment_35054

Thanks Katharine! I agree!

Ann from Dubai

Hi, Is there update with this? This would be helpful for us.