Searching for activities [BETA closed]

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  • Laura Eiche
    Laura Eiche Pipedrive Team Posts: 75 PIPEDRIVE TEAM
    Third Anniversary 10 Comments 5 Likes Name Dropper
    edited December 2021 #122
    Laurie said:

    I would love to be involved 

    Hey Laurie, sure thing! I enabled the feature for your company. :) Please let us know if you spot something unexpected or something that's not working properly for you.

    Looking forward to your feedback!

  • Laura Eiche
    Laura Eiche Pipedrive Team Posts: 75 PIPEDRIVE TEAM
    Third Anniversary 10 Comments 5 Likes Name Dropper
    edited December 2021 #123
    Garret Robinson said:

    Sign me up for beta, please.

    Hey Garret, thanks for signing up! 

    I enabled the feature for your company. :) Please let us know if you spot something unexpected or something that's not working properly for you.

    Looking forward to your feedback!

  • Ted Youn
    Ted Youn Member Posts: 114 VERIFIED MEMBER
    Fourth Anniversary 10 Comments 5 Likes 5 Up Votes
    edited December 2021 #124
    Ted Youn said:

    This looks very useful. Cout me in, please.

    Sorry for the late response. Please enable for hs-pd-sales.pipedrive.com. @Laura Eiche 

  • Laura Eiche
    Laura Eiche Pipedrive Team Posts: 75 PIPEDRIVE TEAM
    Third Anniversary 10 Comments 5 Likes Name Dropper
    edited December 2021 #125
    Stefan Rappenglück said:

    Great improvement.... would like to test it as well

    Hey Stefan, thanks! :)

    I enabled the feature for your company. Please let us know if you spot something unexpected or something that's not working properly for you.

    Looking forward to your feedback!

  • Laura Eiche
    Laura Eiche Pipedrive Team Posts: 75 PIPEDRIVE TEAM
    Third Anniversary 10 Comments 5 Likes Name Dropper
    edited December 2021 #126
    Ted Youn said:

    This looks very useful. Cout me in, please.

    Sure thing, Ted! :) I enabled this feature for your company. 

    Feel free to try it out and let us know if something is unexpected or not working properly. 

    We're looking forward to your feedback :)

    Happy holidays, too! 

  • jams
    jams Member Posts: 16 VERIFIED MEMBER
    Third Anniversary 10 Comments Photogenic
    edited February 2022 #127

    Sign us up 🙂

  • Lachlan Macdonald
    Lachlan Macdonald Member Posts: 1 VERIFIED MEMBER
    First Anniversary
    edited February 2022 #128

    this is great...would love to get BETA on all things to be fair....I love to trailblaze

  • Danyan Zimmermann-Lai
    Danyan Zimmermann-Lai Member Posts: 1 VERIFIED MEMBER
    edited February 2022 #129

    Please add us, thanks!!

  • Laura Eiche
    Laura Eiche Pipedrive Team Posts: 75 PIPEDRIVE TEAM
    Third Anniversary 10 Comments 5 Likes Name Dropper
    edited January 2022 #130
    James Bowie said:

    Sign us up 🙂

    Hey James, sure thing! 

    I enabled the feature for your company. Please let us know if you spot something unexpected or something that's not working properly for you.

    Looking forward to your feedback, and happy new year! :)

     

  • Laura Eiche
    Laura Eiche Pipedrive Team Posts: 75 PIPEDRIVE TEAM
    Third Anniversary 10 Comments 5 Likes Name Dropper
    edited January 2022 #131
    Lachlan Macdonald said:

    this is great...would love to get BETA on all things to be fair....I love to trailblaze

    Hey Lachlan! Awesome! 

    I enabled the feature for your company. Please let us know if you spot something unexpected or something that's not working properly for you.

    Looking forward to your feedback, and happy new year! :)

  • Laura Eiche
    Laura Eiche Pipedrive Team Posts: 75 PIPEDRIVE TEAM
    Third Anniversary 10 Comments 5 Likes Name Dropper
    edited January 2022 #132
    Danyan Zimmermann-Lai said:

    Please add us, thanks!!

    Hey Danyan, sure thing! 

    I enabled the feature for your company. Please let us know if you spot something unexpected or something that's not working properly for you.

    Looking forward to your feedback, and happy new year! :)

  • Karina Davies
    Karina Davies Member Posts: 11 VERIFIED MEMBER
    10 Comments
    edited February 2022 #133

    I don't know if it's related or a coincidence but since joining the Beta my 'All categories' search doesn't work, I have to now click the specific category I am looking for. For instance, I type an email address of a contact I know is in PD but it will read "no results for..." until I select 'People', then that contact's record appears, which is very annoying. Is this a bug?

  • Francesco
    Francesco Member Posts: 7 VERIFIED MEMBER
    First Anniversary Photogenic
    edited January 2022 #134
    Karina Davies said:

    I don't know if it's related or a coincidence but since joining the Beta my 'All categories' search doesn't work, I have to now click the specific category I am looking for. For instance, I type an email address of a contact I know is in PD but it will read "no results for..." until I select 'People', then that contact's record appears, which is very annoying. Is this a bug?

    We have the same problem

  • Samy Abdullah_49841
    Samy Abdullah_49841 Member Posts: 2 VERIFIED MEMBER
    edited January 2022 #135
    Karina Davies said:

    I don't know if it's related or a coincidence but since joining the Beta my 'All categories' search doesn't work, I have to now click the specific category I am looking for. For instance, I type an email address of a contact I know is in PD but it will read "no results for..." until I select 'People', then that contact's record appears, which is very annoying. Is this a bug?

    facing the same thing :(

  • Laura Eiche
    Laura Eiche Pipedrive Team Posts: 75 PIPEDRIVE TEAM
    Third Anniversary 10 Comments 5 Likes Name Dropper
    edited January 2022 #136
    Karina Davies said:

    I don't know if it's related or a coincidence but since joining the Beta my 'All categories' search doesn't work, I have to now click the specific category I am looking for. For instance, I type an email address of a contact I know is in PD but it will read "no results for..." until I select 'People', then that contact's record appears, which is very annoying. Is this a bug?

    Hey, this is very unexpected. We're looking into it, thank you for letting us know! I will let you know as soon as we get any updates on this. 

  • Laura Eiche
    Laura Eiche Pipedrive Team Posts: 75 PIPEDRIVE TEAM
    Third Anniversary 10 Comments 5 Likes Name Dropper
    edited January 2022 #137
    Karina Davies said:

    I don't know if it's related or a coincidence but since joining the Beta my 'All categories' search doesn't work, I have to now click the specific category I am looking for. For instance, I type an email address of a contact I know is in PD but it will read "no results for..." until I select 'People', then that contact's record appears, which is very annoying. Is this a bug?

    Heyhey, the bug has been fixed now. :) Thank you for spotting this and sorry for the caused inconvenience. 

  • Karina Davies
    Karina Davies Member Posts: 11 VERIFIED MEMBER
    10 Comments
    edited January 2022 #138
    Karina Davies said:

    I don't know if it's related or a coincidence but since joining the Beta my 'All categories' search doesn't work, I have to now click the specific category I am looking for. For instance, I type an email address of a contact I know is in PD but it will read "no results for..." until I select 'People', then that contact's record appears, which is very annoying. Is this a bug?

    Brilliant, thank you!

  • Russell O'Keefe
    Russell O'Keefe Member Posts: 2 VERIFIED MEMBER
    edited March 2022 #139

    Can we still join the beta test for searching notes by keyword(s)?  If so, sign me up!

  • Laura Eiche
    Laura Eiche Pipedrive Team Posts: 75 PIPEDRIVE TEAM
    Third Anniversary 10 Comments 5 Likes Name Dropper
    edited March 2022 #140
    Russell O'Keefe said:

    Can we still join the beta test for searching notes by keyword(s)?  If so, sign me up!

    Hey Russell, this feature is already live for all users in Pipedrive. :) You should be able to search for activities and notes. 

    Let me know if there's something missing for you. Happy to hear your feedback! 

  • Rodrigo Mendonca MKT
    Rodrigo Mendonca MKT Member Posts: 11 VERIFIED MEMBER
    10 Comments First Anniversary Photogenic Name Dropper
    #141
    https://community.pipedrive.com/discussion/7928/searching-for-activities-beta-closed

    Hi, @Laura Eiche ! How are you?

    Can I use it in filter?

  • Laura Eiche
    Laura Eiche Pipedrive Team Posts: 75 PIPEDRIVE TEAM
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    #142

    Hello @Rodrigo Mendonca MKT! Hmm, could you share a bit, what made you ask for this? :) What would you like to do?

  • Rodrigo Mendonca MKT
    Rodrigo Mendonca MKT Member Posts: 11 VERIFIED MEMBER
    10 Comments First Anniversary Photogenic Name Dropper
    #143
    https://community.pipedrive.com/discussion/comment/37566#Comment_37566

    Sure!

    My activities notes are auto populate and I would like to create an automation like this:

    "If an Activity Note contains "placeholder text"

    Then, apply Lable "X" to the Deal."


    Thank You!

  • Rodrigo Mendonca MKT
    Rodrigo Mendonca MKT Member Posts: 11 VERIFIED MEMBER
    10 Comments First Anniversary Photogenic Name Dropper
    #144
    https://community.pipedrive.com/discussion/comment/37861#Comment_37861

    Hi, @Laura Eiche , how are you doing?

    Have you seen my preview answer to your question?

    Thanks!

  • Laura Eiche
    Laura Eiche Pipedrive Team Posts: 75 PIPEDRIVE TEAM
    Third Anniversary 10 Comments 5 Likes Name Dropper
    #145

    Hello, @Rodrigo Mendonca MKT!

    I had a quick check and seems that it is indeed possible to create an automation, that adds a label to a deal when its activity note contains a certain keyword. :)

    To do that, you can head to Workflow Automations and create a new automation with these steps:

    image.png

    Hope that helps!

    Laura

  • Rodrigo Mendonca MKT
    Rodrigo Mendonca MKT Member Posts: 11 VERIFIED MEMBER
    10 Comments First Anniversary Photogenic Name Dropper
    #146
    https://community.pipedrive.com/discussion/comment/38192#Comment_38192

    Thank you so much, Laura!

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