Search inside deals

Brandon Wood_1990
Brandon Wood_1990 Posts: 46
10 Comments Second Anniversary Name Dropper Photogenic
edited July 2022 in Ideas and Product Feedback #1

My larger deals many time take months to over 1 year to close. In that time there is many conversations, meetings, quotation revisions, etc. It would be nice to be able to search within deals for notes, files, activities, etc. 

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  • Inês Batata
    Inês Batata Admin Posts: 2,917
    2500 Comments Third Anniversary 5 Likes First Answer
    COMMUNITY MANAGER
    edited April 2022 #2

    Thank you for your suggestion @Brandon Wood ! 

    I remember another user mentioning a similar thing yesterday and I can see how it would be handy and a time-saver. we've made sure this feedback reaches the team in charge for consideration. 

  • [Deleted User]
    [Deleted User] Posts: 0
    Second Anniversary
    edited February 2022 #3

    Yes, especially searching WITHING FILES would be great as this contains further details of a contact in our scenario (currently we search this in google drive) but therefore need to switch. Would be great in general, to make everything searchable in PD :)

  • Inês Batata
    Inês Batata Admin Posts: 2,917
    2500 Comments Third Anniversary 5 Likes First Answer
    COMMUNITY MANAGER
    edited May 2020 #4
    Christian Finke said:

    Yes, especially searching WITHING FILES would be great as this contains further details of a contact in our scenario (currently we search this in google drive) but therefore need to switch. Would be great in general, to make everything searchable in PD :)

    Thank you @Christian Finke , I've forwarded your suggestion internally too. Have a great week!

  • Brandon Wood_1990
    Brandon Wood_1990 Posts: 46
    10 Comments Second Anniversary Name Dropper Photogenic
    edited May 2020 #5
    Christian Finke said:

    Yes, especially searching WITHING FILES would be great as this contains further details of a contact in our scenario (currently we search this in google drive) but therefore need to switch. Would be great in general, to make everything searchable in PD :)

    Yes, searching in files would be terrific. I use G Suite but don't really use Google Drive (except for Pipedrive) as I prefer Dropbox. I tried Google Drive but it seems more of my customers already use and had Dropbox accounts, I have a love / hate relationship with Google, and Dropbox works better with different file types.

  • Paul Griffin
    Paul Griffin Posts: 3
    edited January 2022 #6

    Bump?

  • Paul Griffin
    Paul Griffin Posts: 3
    edited April 2022 #7

    @Inês Batata - can I raise this again? 

    Searching within notes would make a lot of users very happy. Its frustrating at the moment. We can run a top level search on a keyword which will direct us to a deal. But then no way of actually finding the occurrence of that keyword within the deal. 

    We then have to try and find that word manually through dozens of lengthy notes and emails within that deal. Just highlighting the keyword and offering a FWD/BACK would solve this (e.g. like a PDF). If I have resorted to extracting all notes into CSV sometimes just to find what I'm I'm looking for.

    Thanks.
    P.

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