Search within Contact Notes/Descriptions
I want to be able to search for keywords within contact notes/descriptions. This is important because I often remember specific details from a conversation (keywords) but forget the contact's name, and I need a way to find them based on those notes.
Comments1
Michelle
Apr 3
•Merged request
•3 votes
contact search
Sometimes I forget a prospect’s name but remember where I met them and put in their description box. It would be great if we could search for them by keyword, like maybe an “advanced search” option.