Searching for activities [BETA closed]

Laura Eiche
Laura Eiche Pipedrive Team Posts: 75 PIPEDRIVE TEAM
Third Anniversary 10 Comments 5 Likes Name Dropper
edited May 13 in Research and Beta Testing #1

Hey Community 👋

We're excited to let you know that we are soon starting the beta-rollout of having activities searchable. It's been one of the most highly requested updates we've been hearing about search. 

UPDATE (3rd January 2022): BETA closed. 

Thank you, everyone, for your interest in the BETA  phase! We have closed BETA invites at this time. Looking forward to your feedback! 

How to be part of the BETA? 

  1. Comment below and we'll enable it for the company linked to your registered email address when we go to BETA. We will reply to your comment when it's enabled.
  2. Once enabled, you can go ahead and start finding your activities by searching for their note, title, or description.
  3. Please note that at the moment, only the user's own activities are searchable.
  4. Leave feedback below to help us improve :)

How does searching for activities work? 

  1. You can use the global search to find your own activities based on their title, note, and description.
  2. You can mark activities as done or undone straight in the search box.
  3. Hover over the secondary links (deal, organization, person) on the Activity card in search, to see more information about them.
image
You can now find your activities in the search box
image
You can mark activities as done or undone straight in the search box
image
Move your mouse to the secondary links under the activity, to see more info about the linked deal, lead, person, or organization.
61b078d614244768a706a7db_67305.png
61b07a13f5a41449a92f396c_69306.png
61b08a9afe2be12a3d2c4c5d_37321.png

activity-search-record.mov
Tagged:
«1345

Comments

This discussion has been closed.

Categories