Completed

Search all data should search all data (including custom fields)

I should be able to quickly search the data my users and I have painstakingly entered into custom fields, without having to create a filter first.

i.e. 'Search all data' should search in custom fields and their values.

Users are familiar with search engines such as Google, and how it works. They shouldn't need to understand computer science concepts such as filters and boolean logic, to find the data they need.

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Comments

42 comments
  • Official comment

    Hello everyone, happy to let you know that we've started the process of rolling out the new improved Quick Search in Insightly.

    Please learn about all the improvements here: https://www.insightly.com/product-news/insightly-search-better-stronger-faster/

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  • 100% agree. Plus one for me.

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  • Agreed as well. Plus one for me, too.

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  • I'm a newby and just had staff create many, many new custom fields. I had not researched the inability to search custom fields, but agree it's important. 

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  • Thanks for your feedback! This has my vote!

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  • Agreed!! 

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  • Totally need this. Everything needs to be searchable. 

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  • Agreed!  This is the most common complaint from my users.  The search feature is almost useless.  We have about 10k contacts and you cannot use search to find them.  I'm surprised there aren't more people voting for this.  Are there similar complaints that should be merged?

     

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  • +1

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  • +1

    (if need be, Custom fields defnition could include a checkbox for "Include in global search" - so that in the background, on Insighlty servers, not every custom field needs to be indexed)

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  • Agreed. Definitely has my vote!

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  • I appreciate that this is free and everything---and it is a good CRM, but why in the world would you put a product on the market that can not do something as basic and elemental as search?   I do not understand.  Now I have to start all over again to find something that is useful.

    This is ridiculous. 

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  • Agreed. I don't understand how It's possible this CRM can't search customs fields.

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  • Yes! This would make my job slightly easier. 

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  • Hi everyone. Thank you for taking the time vote and comment to show us what features matter to you and why. Your feedback is extremely valuable when we are making decisions about the product roadmap. When Product considers this, you'll hear it here first. Thanks!

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  • +1

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  • this is pretty essential and has my vote too

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  • I completely agree.

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  • It's Jan 4, 2016 already. Have you guys done something about all custom fields being searchable?!! Please make it happen! We really need it

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  • Have to agree with Lyra on this one, it has been months since you answered this and for me it is an essential functionality, to write in a search term and then get hits from anywhere, custom fields included of course!

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  • This is a complete deal breaker. Also, I just found out that not all standard fields are searchable (Ex. "Occupation")

    An address book that is unable to search for who is a plumber or roofer, etc. does NOT meet minimum viable product status. 

     

    Ridiculous!!!!

     

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  • +1 Here. We need this function ASAP! We assumed it already was in place. Very happy with Insightly.

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  • Definitely a need!  The other CRM I just left because you have much easier to use tools has this function and it is causing me a bit of a headache and I certainly want to stay! :)

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  • One would have thought this was a no brainer fix and given the number of threads I have read about it to get to this one a bit of a priority. The suggested work arounds (such as putting the data in background information) are all things we are currently removing as a database clean up. The custom fields seemed like a solution to a growing data issue we had - now we have a nightmare where we can not easily search our second, third and fourth tier data and deliver a great customer experience in a primarily phone and internet based business. Come on Insightly deliver to us so we can deliver to our customers.

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  • This should be a basic function of a CRM. Creating a new filter every time we need unique custom field data is not efficient or acceptable. Please, make this a top priority! Insightly is a database, right? My concern, this issue was raised in July of 2015 and here we are one year later with no custom field search functionality.

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  • I will be unable to subscribe to Insightly until you have the ability to search Custom Fields. 

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  • One of these search items should be a phone number. Eg if you get a "missed" call on your (cell) phone with no message, you should be able to search by that phone number in Insightly to try and find the contact before calling back.

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  • Seachability across all fields would be super helpful. If I could vote 10 times, I would. :)

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  • Backing this request.

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