Searching for activities [BETA closed]
Comments
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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!
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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!
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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
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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!
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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!
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this is great...would love to get BETA on all things to be fair....I love to trailblaze
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Please add us, thanks!!
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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!
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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!
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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!
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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?
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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
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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
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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.
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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.
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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!
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Can we still join the beta test for searching notes by keyword(s)? If so, sign me up!
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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!
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Hi, @Laura Eiche ! How are you?
Can I use it in filter?
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Hello @Rodrigo Mendonca MKT! Hmm, could you share a bit, what made you ask for this? :) What would you like to do?
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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!
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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:
Hope that helps!
Laura
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Thank you so much, Laura!
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