Searching for activities [BETA closed]

Options
Laura Eiche
Laura Eiche Pipedrive Team Posts: 75 PIPEDRIVE TEAM
First Anniversary 5 Likes Name Dropper Combo Breaker

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

  • Steffen Hepp
    Steffen Hepp Member Posts: 34 VERIFIED MEMBER
    5 Likes 5 Up Votes First Anniversary First Comment
    edited February 2022 #2
    Options

    wonderful to see this feature comping up! Thank you

  • Laura Eiche
    Laura Eiche Pipedrive Team Posts: 75 PIPEDRIVE TEAM
    First Anniversary 5 Likes Name Dropper Combo Breaker
    edited December 2021 #3
    Options

    wonderful to see this feature comping up! Thank you

    Thank you Steffen! :) Would you like to try it out and be a part of the Beta group? 

  • System Admin_31413
    System Admin_31413 Member Posts: 9 VERIFIED MEMBER
    First Comment Photogenic First Anniversary
    edited February 2022 #4
    Options

    Please enable BETA for our company. Thank you!

  • Brandon Ingram
    Brandon Ingram Member Posts: 24 VERIFIED MEMBER
    First Anniversary Name Dropper First Comment Photogenic
    edited February 2022 #5
    Options

    Please enable for our instance. Thank you. 

  • Anish Patel
    Anish Patel Member Posts: 22 VERIFIED MEMBER
    First Anniversary Name Dropper First Comment Photogenic
    edited February 2022 #6
    Options

    I would like to participate in the beta.

  • Steffen Hepp
    Steffen Hepp Member Posts: 34 VERIFIED MEMBER
    5 Likes 5 Up Votes First Anniversary First Comment
    edited December 2021 #7
    Options

    wonderful to see this feature comping up! Thank you

    Yes, we would definitely like to try it out and be part of the Beta group

  • Jasper den Hartog
    Jasper den Hartog Member Posts: 20 VERIFIED MEMBER
    First Comment
    edited February 2022 #8
    Options

    Please count us in!

  • Dez
    Dez Member Posts: 27 VERIFIED MEMBER
    Name Dropper First Anniversary Photogenic First Comment
    edited February 2022 #9
    Options

    Please add us in!

  • Jörgen Sjöstrand_231
    Jörgen Sjöstrand_231 Member Posts: 80 VERIFIED MEMBER
    First Anniversary Name Dropper 5 Likes 5 Up Votes
    edited February 2022 #10
    Options

    Yes please! :)  Enable it for all accounts related to my email.

  • BaptisteBLC
    BaptisteBLC Member Posts: 247 VERIFIED MEMBER
    First Anniversary 5 Likes First Comment Name Dropper
    edited February 2022 #11
    Options

    Yes please

  • Samy Abdullah_49841
    Samy Abdullah_49841 Member Posts: 2 VERIFIED MEMBER
    edited February 2022 #12
    Options

    Please enable BETA for all the users from our company. Thank you!

  • Stuart_45629
    Stuart_45629 Member Posts: 1 VERIFIED MEMBER
    edited February 2022 #13
    Options

    yes please :)

  • Dimitrios Syrmis_48993
    Dimitrios Syrmis_48993 Member Posts: 4 VERIFIED MEMBER
    edited February 2022 #14
    Options

    Yes, please. Include me on the roll-out of this BETA feature.

  • Tim Rinaldi
    Tim Rinaldi Member Posts: 2 VERIFIED MEMBER
    edited February 2022 #15
    Options

    Please include us - thanks!

  • Tim Rinaldi
    Tim Rinaldi Member Posts: 2 VERIFIED MEMBER
    edited February 2022 #16
    Options

    Are there plans to also make Notes searchable? That would be really helpful for us. 

  • Jaylen Bledsoe
    Jaylen Bledsoe Member Posts: 1 VERIFIED MEMBER
    edited February 2022 #17
    Options

    This is great. Additionally, I think it'd be GREAT if it were possibly enable/disable whether or not items synced from the calendar require the need to be "checked off". Since I don't use Pipedrive as my calendar, but as an extension of the calendar for sales purposes, I should be able to set it so that only pipedrive activities need to be mark completed. 

  • Molinda Ramsey
    Molinda Ramsey Member Posts: 2 VERIFIED MEMBER
    edited February 2022 #18
    Options

    Please include me on the rollout

  • Austin Robertson
    Austin Robertson Member Posts: 2 VERIFIED MEMBER
    edited February 2022 #19
    Options

    Please count us in - Thanks!

     

  • Matthew Bowles
    Matthew Bowles Member Posts: 1 VERIFIED MEMBER
    edited February 2022 #20
    Options

    Please include us.  Thank you.

  • Wellington Green Acres
    Wellington Green Acres Member Posts: 5 VERIFIED MEMBER
    First Anniversary Photogenic
    edited February 2022 #21
    Options

    Yes please include us 😜👍

  • Ted Youn
    Ted Youn Member Posts: 119 VERIFIED MEMBER
    5 Likes First Anniversary 5 Up Votes Name Dropper
    edited February 2022 #22
    Options

    This looks very useful. Cout me in, please.

  • 澤口 友彰
    澤口 友彰 Member Posts: 23 VERIFIED MEMBER
    First Anniversary First Comment Photogenic
    edited February 2022 #23
    Options

    Please include us.  Thank you.

  • Omayya Sohail
    Omayya Sohail Member Posts: 2 VERIFIED MEMBER
    edited February 2022 #24
    Options

    Yes, a much-needed feature. Count us in, thanks!

  • Peter Birch
    Peter Birch Member Posts: 12 VERIFIED MEMBER
    5 Likes First Anniversary First Comment
    edited February 2022 #25
    Options

    yes please 🙋🏻‍♂️

  • Brett Cassel
    Brett Cassel Member Posts: 1 VERIFIED MEMBER
    edited February 2022 #26
    Options

    Yes please. Thanks!

  • Francesco
    Francesco Member Posts: 7 VERIFIED MEMBER
    First Anniversary Photogenic
    edited February 2022 #27
    Options

    We are ready to try 👍

  • Joe Birkedale
    Joe Birkedale Member Posts: 1 VERIFIED MEMBER
    edited February 2022 #28
    Options

    Count us in. Thanks :) 🙏 

  • Gonçalo
    Gonçalo Member Posts: 14 VERIFIED MEMBER
    First Comment
    edited February 2022 #29
    Options

    Can't wait to try it

  • neal_mimeeq
    neal_mimeeq Member Posts: 5 VERIFIED MEMBER
    Name Dropper Photogenic First Anniversary First Comment
    edited February 2022 #30
    Options

    Yes please for us - been looking forward to this

  • Luc Belmans
    Luc Belmans Member Posts: 1 VERIFIED MEMBER
    edited February 2022 #31
    Options

    Thanks for including us!

This discussion has been closed.