I suggest you ...

Search across emails and notes using a 'full text' style search

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    anonymousanonymous shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →
    SAMUEL SOLOMONSAMUEL SOLOMON shared a merged idea: global search  ·   · 
    Anonymous shared a merged idea: need a feature to search customer notes and emails  ·   · 
    GlenGlen shared a merged idea: Make the background information and Notes fields searchable  ·   · 

    Note & email search has been added to the search box in the menu bar. We hope you like it. You can read more about this in the announcement on the blog: http://capsulecrm.com/blog/comments/more_powerful_searching

    We’re looking to make further improvements to include more field matching.
    We’d love to hear what you’re like to see included. You can email us your suggestions or add a new User Voice request for the specific field you’d like to search for.

    83 comments

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      • steven elliottsteven elliott commented  ·   ·  Flag as inappropriate

        This is great. It would be better if the results were returned in date order, with the newest shown first.

      • CameronCameron commented  ·   ·  Flag as inappropriate

        This is an absolutely brilliant, but overdue, feature. Works flawlessly for us. Great job guys.

      • GrahamYSAGrahamYSA commented  ·   ·  Flag as inappropriate

        I am currently testing - responded to a prompt on the dashboard about a week ago. The new feature is terrific and fast.

      • Martin McAleerMartin McAleer commented  ·   ·  Flag as inappropriate

        Hi, Any progress on this yet? It is 3 months since the last comment or update and 5 years since the original request.......

      • StephenStephen commented  ·   ·  Flag as inappropriate

        Nearly 4 months have elapsed since the last official update from Duncan on 8th February, 2014.
        Can we please have an progress update on how close the Beta test might be?

      • neilneil commented  ·   ·  Flag as inappropriate

        great news, thanks duncan. happy to help w/ beta when ready. :)

      • Duncan StockdillAdminDuncan Stockdill (Admin, Capsule) commented  ·   ·  Flag as inappropriate

        @Anonymous, development is definitely ongoing! We post to our blog once new features are available: http://capsulecrm.com/blog

        A number of areas we working on at the moment are significantly complex and so take time to build properly and get right. The ability to search across notes and emails is one of those. We're expecting to release this as a beta initially and once available we'll post an invite here for those customers that are interested in getting early access.

      • Anonymous commented  ·   ·  Flag as inappropriate

        Dont appear to be any updates from capsule - is development ongoing or stopped?

      • Anonymous commented  ·   ·  Flag as inappropriate

        A general search capability is a really critical requirement - can we get an ETA on this please?

      • LindsayLindsay commented  ·   ·  Flag as inappropriate

        This challenge has been running for so long without any resolution. It feels like Capsule isn't developing the product. Other providers of software services seem to regularly add improvements, except Capsule - or at least I haven't seen very much of it. Capsule user support on general queries is usually good though.

      • Daniel BuhlerDaniel Buhler commented  ·   ·  Flag as inappropriate

        I posted this in another idea as well-

        This is not good enough, I need to be able to type in an address or street name in the search field at the top of the page. I work with rentals, residents change often but the addresses we service remain the same. Customers call in and give us their address so we can look up the account and right now i can only search by "people names". Please allow broader searching!

      • Anonymous commented  ·   ·  Flag as inappropriate

        We work with many organizations that have similar names and often remember something about them but not the contact person's name. As well, full text search would enable us to look for clients that all have something in common.

      • Anonymous commented  ·   ·  Flag as inappropriate

        We really need full search possibility!
        Capsule, please introduce full search over every field, including custom fields!

        This is essential to work in an efficient way with your software.

      • Melanie WilliamsonMelanie Williamson commented  ·   ·  Flag as inappropriate

        Yes, the ability to search text in notes and emails is essential for us. We provide Capsule to clients as part of our B2B lead generation and presales services. Please get on with it, Capsule!

      • Jeff NolanJeff Nolan commented  ·   ·  Flag as inappropriate

        @Stephen said: Was the last official response to this thread way back in January, 2011?
        Capsule, please introduce full search over every field, including custom fields!

        Either that or at least introduce some way we can tag notes & email so we can sort or filter them.

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