Enhance Contact Search: Include Notes in Quick Search
A
Andrew A
It would be incredibly useful if the quick search function under Contacts could include keywords from notes. This way, instead of remembering a contact’s name, users could simply search for a keyword related to their conversation, and the system would pull up the relevant contact with the note containing that keyword.
This would significantly improve efficiency, especially for teams handling large volumes of customer interactions, allowing them to quickly find past conversations and follow up accordingly.
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B
Brian Kelly
Yes, badly needed. Also, if I search for a "partial" email address (e.g. if their email address is j_quigly@gmail.com and I search for "quigly") then the results should include the full email address in the list. Currently, it only gives results for the full word.
C
Craig Morrell
One of my clients just mentioned this as well.. Being able to just query keywords related to contact notes or conversations...