I noticed that the search in Pipedrive does not search for text inside activity notes. However, it a

Brandon Wood

I noticed that the search in Pipedrive does not search for text inside activity notes. However, it appears text inside of a note does come up. Is my experience correct? If that is the case activity notes should be a separate note if you want the ability to search in the future? Lastly, are custom fields searchable yet?

Mike van der Valk

@Brandon Wood indeed activity notes aren't searchable at the moment. Will pass that suggestion on to the team when it comes to custom fields, please reach out to our support via the in-app chat or via support@pipedrive.com we have some experimental feature that we might be able to add to your account but can't promise it unfortunately!

Brandon Wood

@Mike van der Valk that is very good to know. With that being the case I will no longer keep notes under phone call or meeting activities.

Felicia D'Ascanio

What kind of information are you finding important to search that you would normally keep in activity notes? Just curious about the use case and if it would apply to my company as well.

Brandon Wood

During a meeting or a phone call I will normally input notes after the call or meeting. Sometimes these notes are about a specific deal, an issue with a deal, a solution to a problem, etc. When I am looking for information quickly I always turn to search first. On my Mac, in Dropbox, in Evernote, and in Pipedrive. It saves time vs multiple clicks to find files and data

Matt Bennett

@Brandon Wood Agreed! Would very much like this functionality. I seemed to have lost a note, perhaps because it's attached to the wrong person/organization/deal, but I not what content is in the note. I can't find it and this functionality would solve that too.

Rock Stevens

@Mike van der Valk any update on this? It would be very helpful

Mike van der Valk

@Rock Stevens no update unfortunately I'll highlight it to our team again but it doesn't seem to be of the highest priority at the moment

Josh Monifi

Oh this would be great to have!

Laura Eiche

Hello! Thank you for your feedback!

I'm excited to tell you that we're now making it happen! We're making activities and activity notes searchable.

If you'd like to be part of the Beta rollout, hop here to sign up - https://community.pipedrive.com/post/searching-for-activities-beta-invite-61b0aa641c21d92880bc941d?post=61bb72e7e1f4c56a6c9291d2

Patrick Utz_63743

You can now search for text in Activities! It's in beta, so you have to ask support to enable it for you.

Rodrigo Mendonca MKT

@Mike van der Valk Hi, how are you?

Can we use it in filters?

Thank you

Mike van der Valk

Hi @Rodrigo Mendonca MKT unfortunately this is not available. I'll pass this suggestion on to our team working on the filters in Pipedrive 🙏🏻 thanks for sharing