Search Past Conversations for Specific Text
under review
B
Brad Bingham
The ability to search past conversations for specific text so youre not sifting through thousands of conversations
HIGHLVL-I-7006
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A
Anton Mattli ADMIN (PAG)
It is frankly mindboggling that GHL does not have a GLOBAL search function, not just for conversations but for EVERY single field and object, whether they are standard or custom, within GHL. Users CONSTANTLY search for entries they or a team member made. This is an absolute MUST or we will move away from GHL and use something that is actually usable.
R
Rich Ribeiro
Posted in 2022? Wow, we need this ASAP!!!
A
Anton Mattli ADMIN (PAG)
It is high time that GHL is implementing a GLOBAL search function across the WHOLE platform. Currently, they allow just 6 (seriously???) searchable fields per object which is ridiculous. One has to wonder how GHL has been built that things like global search that are a no-brainer standard in all other major CRMs apparently creates a major hurdle for GHL...
N
Nicole Y
Need!
C
Ciera@ShieldWolf Strongholds
Why isn't this already a thing?
R
Rachel Steinmetz
Being unable to type a word and search everyone that's received a message from us with that word is very frustrating. Please add this feature.
F
Francisco Llave
An alternative would be to extract the conversations and filter it yourself.
there's an app in the marketplace to export conversations, so what i basically do is import the CSV into an excel and filter.
D
Daniel Greenhow
2X Types of searches needed.
- at all conversations level
- search in one contact's conversation for the keyword
Use cases:
- For example I remember that I spoke to someone about golfing but I can't remember who. So I go to conversations and search for the word golf to see any mentions of the word in any conversations with all contacts.
2.) For example I know I spoke to Joe Bloggs about golf but can't remember the full details of what was said, so I open Joe Bloggs' contact record and search for keyword golf and it shows each email, and SMS etc for any mentions of the world golf.
R
Rachel Weiner
This is a MUST, we simply cannot try and scroll back and back and back on a convo with a client. We really need this to filter keywords in a past conversation!
Core Platform
Merged in a post:
Search in Conversation
M
Melissa Blair
Now that conversations are all being brought into 1 stream, it would be amazing to have a search feature for that stream. I had that exact problem yesterday where I was looking for a text conversation that happened months ago. If I could have searched for a word I know was in that conversation, it would take me there.
HIGHLVL-I-302
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