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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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Upgrades to Pipedrive's inbox
Hi guys, One of our clients is experiencing difficulties with Pipedrive's email client. Their sales team used to work with Apple's email client, and it has features that are missing and hinder their work. We narrowed it down to two features: * Search - in Pipedrive's email client, search only finds text in the email's…
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email search function
Hi, * Is there a specific reason why the search function will find only the contact information and topics, but not the information inside the email? And is it possible to add in the near future this solution also? * The second feedback would be a similar email/search function request but inside the android app. I can…
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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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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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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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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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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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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 function
Hi, * Is there a specific reason why the search function will find only the contact information and topics, but not the information inside the email? And is it possible to add in the near future this solution also? * The second feedback would be a similar email/search function request but inside the android app. I can…
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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 inside deals
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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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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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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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..
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Is there any way I can use the "search" function in mobile app to see clients per city?
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Add Filter options to Timeline within a Deal
Would love to see a way to filter a Deal Timeline, not just by type (notes, emails, file, etc) but also by user, date, file size, etc. This would make for an awesome search feature. For example, I need to find a past action (lets say an old price quote) for a specific Enterprise opportunity (that can take over a year to…
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Search for an email on mobile app
There seems to be no way to search for an email on the mobile app. Can I request that?
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Parse Natural Language To Accelerate Activity Creation
I have a suggestion to make the activity creation process more efficient that its current form (i.e., having to "fill out a form/UI fields" individually is time consuming/slow). When I'm in a meeting with a customer, I'm taking quick, live notes. For example: "Follow Up on Acme Decision with John Doe at 3:30-4p tomorrow"…
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Recent Searches and/or Records
Often I find that I need to re-access Contacts, Deals, and Leads that I previously accessed. To do this you can either search for the record or go to that section of Pipedrive and cherry-pick the record from a list. Seems to me that if you place your cursor in the Search form it would be handy if the system displayed a…
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Planned: Global Search 🔎 💫
Prototype. Final version may look different. We are improving the way our Search feature works and looks, to give you a smoother and more thorough experience: * Search look-and-feel will be improved * See recently modified, viewed and added items * Differentiating between similar search names will become a lot easier with…
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We would like to have the possibility to search by the Deal ID, which ensures direct traceability to
We would like to have the possibility to search by the Deal ID, which ensures direct traceability to the exact deal with wish to update. We have made a full extract of all company deals so that we can clean up old deals left by past employees or that are no longer in line with company sales strategy. Today we can search by…