Suggestion for feature

Questions
1

I would love to be able to seach within notes across all LACRM records.

I often rember selling item xyz to a custimer but cannot remember who. If I could search all notes for xyz it would instantly pop up all customers that bought that item

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2

Thanks for the feedback! Improving our search is definitely a change we’d like to make in the future. I can’t promise a particular timeline, but it is on our radar as something we’d like to improve.

Thanks again for leaving feedback! As a workaround for now, storing information in custom fields can be nice because those fields can be filtered/searched. So a custom “product” field might be useful for you in the mean time.

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3

This is a big ask, in terms of the demand upon the CRM servers. You’ll have to limit the number of contacts you can search across, or else you could grind the speed down dramatically. We’re spoiled by how fast Google searches are, but for the rest of world, deep searches in large datasets can be a problem.

Saying that, I would LOVE this feature. I put in this as an enhancement request a couple of years ago.

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4

Yep, improving the search would be a major technical undertaking for us! We hope to have a more universal search option in the future, but to your point we have to make sure that doesn’t come at the cost of slower searches all around. It’s definitely on our radar, but we’ll have to make sure we do it right when the time comes :slightly_smiling_face:

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5

Thank you everyone for your replies to my initial suggestion. I can now see how it would be a big demand on resources searching through notes. Even I, as a Sole Trader, add many many notes every week. Maybe a workaround could be to allow search notes in a specific time period like last 4 weeks. Or could you enable hashtags # in notes ? So you could hash tag certain words that would then be searchable? Just thoughts. Thanks for listening :blush:

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