Custom filter based on "notes" not possible

Robert_10088 Posts: 11
Second Anniversary First Comment Photogenic

It is not possible to filter contacts  included a word in notes (but notes ). Anyway PD search can find such contacts, but it is not possible to export such contacts. Here is also a misunderstanding -> there are 2 fields "notes" (markup and notes).

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  • Joshua Hindman
    Joshua Hindman Posts: 44
    10 Comments Second Anniversary Photogenic Solution Provider
    edited June 2021 #2

    Hey Robert!

    The only reason that filter is showing up is that you have created a custom field called "notes." You can't search the content of a Pipedrive note using a filter but you can search the content of a custom field.

    Does that make sense?