Pull in Notes into custom filters
Elena Kazarov Posts: 21
We have lots of information in the Notes field that users would like to pull in as a column when creating filters. Any plans to add Notes in as a filter option? Curiously, I've seen it in some Pipedrive helpdesk engineers screenshots....so it seems possible for insiders.
Mike van der Valk Posts: 4,052 PRODUCT MANAGERedited March 2021 #2
Hi @Elena Kazarov only option right now I guess is to export the notes unfortunately we can't pull them in the list as of now I've seen some users create a custom field with long text type called note. Here they store the most important notes. This can then be pulled in the list as well.0
Molinda Ramsey Posts: 2edited April 2021 #3
I tell my users if they are going to take a note to tie it to an activity since notes can be added to the activity list view.0