Notes on contacts are available in central search
There is a central search for contacts and companies, but I would like to see this on the contact notes and activity notes.
Additionally, the ability to record campaigns in the tool, or to add tags to activities to record a particular campaign would be good.
Peter McLernon
shared this idea
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Mark
commented
I've used a lot of crm systems over the years, and it is crucial to be able to search notes, tasks, events. I don't know of one that doesn't. I'm in the habit of recording information with contacts that I can find even years later. It's not practical to only be able to put information in the description field that I might want to search on later. I would have to copy information from notes, tasks, etc. into the description field. Can you give an idea of when this might be available or if it's not on the radar?
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Dennis van der Heijden
commented
The reason I see this as great is that external systems (like Cazoomi) in our company push notes into our system. They get them from open rates in Mailchimp so we can see campaigns being send. Now that a specific email was send means to us the lead is in an advanced stage so ready for a sales to pickup.
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Andy
commented
I 100% agree--I think the lack of searchable Notes might be a dealbreaker. We really like Nimble but absolutely need to be able to easily wade through our vast contact notes.
Please advise if this is even on the radar. Thanks.