Advanced Email Search using unique information from the body of the email
Hey Pipedrivers,
It would be really helpful if the User could search for an email using unique information from the body of the email. Currently, the email search function is fairly limited.
Comments
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I Agree. Would love to see more love thrown into the email side of Pipedrive.
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I agree, right now I have to use the E-mail portal to search for E-mails. We need an advanced search functionality to limit search results like between dates, To, From and Attachment (y/n).
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Agree as well!
Pipedrive is based on email syncing - so the ability to properly search for an email to reference, is fundamental.
In fact search should be available in the email section of your Deal or Lead - this makes a lot of sense as it is already partially filter for the user here.
Having to switch out of PD to email client is such a waste of time!
Please move it up the timeline in you roadmap...
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Agreed! would be so helpful
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I really would like to have the ability to find an email from a message that is not in my database.
It really defeats the purpose of returning to Gmail to find a message.
Now that multiple emails are allowed (THANK YOU!!!!) it's even more important.
PLEASE improve the email search.
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I agree. It would be immensely beneficial for our team if Pipedrive could incorporate an advanced search functionality on the organisation, people, project and deal pages. This feature would allow us to locate specific information such as passed emails, attachments, notes, etc., using keywords.
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This is completely necessary. Otherwise, it is necessary to continue using Google or Microsoft email accounts to perform searches, instead of being able to work with email exclusively in Pipedrive.
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I recently signed up to a "Advanced" plan.
I cannot believe there is no way of filtering the Email Inbox or Outbox to only display emails containing user specified text strings.
I have synced 6-months of email correspondence and am trying to link them with deals so that the deal history is complete as we try to use Pipedrive going forward.
A specific text search using the magnifying glass search field does list email headers in the search results, BUT you cannot select and display more than one selection at a time. This means i have to repeatedly search for the same text string over - and over and over and over and over …..
Why does the email filter function not contain a basic function like searching then tagging / displaying multiple emails containing specific user defined text strings ?
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I have synced 6-months of email correspondence and am trying to link them with deals so that the deal history is complete as we try to use Pipedrive going forward.
A specific text search using the magnifying glass search field does list email headers in the search results, BUT you cannot select and display more than one selection at a time. This means i have to repeatedly search for the same text string over - and over and over and over and over ….
I cannot believe there is no way of filtering the Email Inbox or Outbox to only display emails containing user specified text strings.
Surely there must be a way of searching then tagging / displaying multiple emails containing specific user defined text strings ?
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Why does the email filter function not contain a basic function like searching then tagging / displaying multiple emails containing specific user defined text strings ?
I cannot believe there is no way of filtering the Email Inbox or Outbox to only display emails containing user specified text strings.
I have synced 6-months of email correspondence and am trying to link them with deals so that the deal history is complete as we try to use Pipedrive going forward.
A specific text search using the magnifying glass search field does list email headers in the search results, BUT you cannot select and display more than one selection at a time. This means i have to repeatedly search for the same text string over - and over and over and over and over ….
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