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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.
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Search via a URL with query string
I find myself having to search PipeDrive for company names from information in other systems. The Smart Search is great and usually gets me what I need, but I can only seem to be able to do this via the search input box directly in the PipeDrive UI. It would be very helpful to be able to launch a tab to PipeDrive from…
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Suggested results when linking people/companies
There is quite a few scenarios when you are linking a person or a company to an activity or otherwise where the suggested results could be much improved. For example, if I am adding an activity (say a phone call) on a company and the company has 3 people attached to it and one of them is called Mark Smith. When I start…
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[Closed] Join the Command Palette Beta Testing Group
UPDATE: This research has been completed; thank you for participating! Hello, Community! We've been receiving feedback on improving our SEARCH and NAVIGATION within the product by enhancing the accessibility of navigation items and quick add shortcuts. To address this, we're planning to enhance the navigation experience by…
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Notes in pipedrive need auto-save
I'm summarising here a long discussion with customer success. If pipedrive automatically saved the notes I am taking on-the-fly I could trust it a lot better with my crucial business contacts. I am a heavy user of Notes in pipedrive mobile and desktop to memorize information I hear during activities such as a meeting a…
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Add 'Archived' label to Leads when searching
I have a feature request: would it be possible to add an 'Archived' label to archived Leads in the search results pop-up window, when using the search bar in the top header of Pipedrive
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Nearby Organizations, Change Map Point Color
When you click on the address and bring up the map to show nearby organizations, it would be great if you could assign different colors to the map points. For example for organizations, we have a custom field to differentiate the organization by business type. It would be great if we could change the color of the map point…
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see all search results in list view?
Is it possible to see of the results for a search in non-modal list view? Currently, it seems that search results are only displayed in a modal results pane that only allows me to click on one of the potential matches. There's no way to see all the records that match a search at once. I realize that I can build a filter,…
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Mail Search for Contacts, Organizations, and Deals
When I have a contact, organization, or deal open, I would like to be able to conduct a search but only for those emails that are currently assigned/linked to that deal. I can filter on all emails for that deal, but some of my deals have a LOT of emails and I want to just search them for key words/text.
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Mobile App - Edit Contact Filters
There should be an ability to create quick temporary contact filters on the mobile app to quickly sort out and look though contacts on the go. Curranty it only allows us to view saved filters that where created on desktop but doesn't give us the ability to make new filters or even do a more detailed search of contacts in…
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Advanced Email Search
I am sorry but whatever PD tried to launch today was so awful it made me question two things Has a PD competitor compromised their dev team are they in charge of what is being launched to the community How can you replace a search email feature with a label feature that you need to go into each email individually and only…
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I noticed that the search in Pipedrive does not search for text inside activity notes. However, it a
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?
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Search functionality for finding workflow automations
New Feature Request: I have a lot of automations setup. There has to be a search field to quickly find the relevant one that i'm looking to edit. it is very problematic to scroll through them all and try to find the right now.
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When I am in a Deal or Contact, can I search only those emails linked to it?
When I am viewing a Deal or Contact, I can see all the linked emails I have sent to them, but is there a way for me to quickly search only these emails for keywords, attachments, names, etc? I know there is a section in Pipedrive where I can search all emails, but often times I am just wanting to check really quickly if…
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Keyword Search Within Client & Deal Pages
It occurred to me, that it would be incredibly helpful to be able to search keywords within a profile. Due to the amount of correspondence that can happen in our industry for each reservation, it can be difficult to narrow find pertinent information quickly. For example, I have a client that is one two cruises, one…
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Filter data based on Update Date field
I'm trying to fetch incremental data for a data migration requirement. Need to load Pipedrive data into a SQL db daily basis as incremental loads. To do this I need to fetch data using Update Time field. I tried on many resources available on internet, but couldn't find any solution. Please help me with this issue?
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Workflow automation search suggestion
I think there could be an improvement in the workflow search. Once you've performed a search, there is no indication of the search criteria. The only indication that you have searched is that there is (hopefully) a short list, and a "clear all filters" link. I initially didn't even realise that the link was related to the…
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Search product by addTime
It's not possible to search products on addTime criterion. It could be interesting to identify products.
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Projects Searchable
Please included Projects in the search function-
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Email search
Hi Pipedrive team, I would like to search for all contacts that have received a certain email (subject line known, creator and date known). I was hoping to be able to search via the activity type email and would see all published emails that have been synced to PD. But this search seems only to include actual activities…
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Make contact notes searchable so that you can filter for contacts that have or have not a note attac
I mean the notes that are added like activities. Currently you cannot filter for those.
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How do you download notes?
Again, many of my deals are long cycles with a lot of activity during that cycle. I have used notes in Pipedrive but the problem is sometimes I need to share or reference my notes. If I am sharing my notes with others outside of my small one person company there is no way I can see to do this. Is there a way I am missing…
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Search via tags or telephone numbers
I am not sure if I have missed how to do this, but it would be great to be able to search PD by tags and/or telephone numbers. Is this possible now?
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Search function that can search through all the emails in a deal
I would love to see a search function for each deal that can search through all the emails in the current deal. Who would also like to see this feature?
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Do you want a "SEARCH BAR" to search inside a single deal.
Do you want a "SEARCH BAR" to search inside a single deal. Only returns matching items for anything attached to a single deal.
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Wildcards in Filter Criteria
Is there a way to use wildcards in the search criteria? For example, People First Name Contains "*ob" to return all variations of Rob, Bob, etc. If this doesn't exist currently, is it on the roadmap or can we request it as a feature?
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Request: Text Search for 'Single option' and 'Multiple options' type Custom Field
Greetings, I just found out that the text search doesn't support all the types in custom field; for example, text search doesn't work for 'Single option' and 'Multiple option' type custom fields: Reference: Search: Finding what you need from Knowledge Base Article. Do you have any plan to support text search for Single…
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New: Searching for activities 🔎
What? Activities are now searchable from the global search bar: * Activities are searchable by their title, note, and description. * Permissions: Admins can search for all activities (all users'), regular users can only search for their own activities. * Filtering: Users can click on 'Activities' category in search to see…
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Join our research: how information is organised in Pipedrive [CONCLUDED]
EDIT: We have concluded this research session. If you have any comments, please post in the comment section :) Hi everyone 👋 I am looking to talk to users of Pipedrive about how information is organised in Pipedrive. The topics we will touch in this research are: * How do you find different types of information? * How do…
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Why can't we search any keyword in Activity Notes?
I cannot search anything from the notes I have taken in activities. I have taken lots of notes in several meetings but after a while when I make a search for some keyword in several activities, search doesn't find any result? Why is that? Is there any way to enable it? Thank you..