Search Functionality

It would be extremely EXTREMELY helpful if when you typed the name of an organization into the Search all Data box or the Search Contacts box if all contacts LINKED to an organization were returned in the results.  Currently if you type the name of an organization into either field, the only results that are returned are those that have the name or portion of the name of the organization somewhere within the record (for example in the Background field).  This makes searching all contacts connected to a specific organization much more difficult that it needs to be and a simplified process would be much nicer.

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Comments

7 comments
  • Hello Info, thank you for your suggestion! 

    I can definitely see the usefulness of this type of feature. 

    Thank you for letting us know!

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  • Good point.

    I was about to post the same request: the search functionnality for Contacts should query more fields.

    For instance, when typing an Organization name in the Contacts search field, Insightly should display contacts related to the Organization.

    (at the moment, I only get results if the name of the Organization is contained in the email address for instance). Not ideal!

    Cheers,

    Vincent

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  • Just wanting to follow up on this - any progress? The global search bar, which does say "Search ALL data" (emphasis mine) seems to leave out some connections that could be really useful. I guess my thought is that if I'm spending the time to make sure that contacts are linked to organizations, are linked to opportunities, etc, that if I search for an organization i should be able to see the contacts actually linked to it. Help?

    Cheers,
    Jake

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  • Hi Jake:

    Thanks for your support for this suggestion, it hasn't made it to our road map at this time. We'll let you know if things change.

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  • The "Search all Data" does not work for us. My boss and Reps keep trying to search basic things on the search bar and nothing comes up. Now my boss wants to find another CRM... because of a Search bar! 

    I was really liking Insightly too. 

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  • Along these same lines, it would be helpful if the LOGIC behind the search made sense - so if you type in GLOBAL, the companies that start with Global such as Global Strategy and Global Marketing and Globalline would show up FIRST and then other things that had "global" in them, such as Marketing Global Inc.  Right now, the bigger your Insightly database gets, the harder it is to find something. This discourages people from expanding their use of the system.

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  • We are having trouble with the search also. We just updated and the old search was working perfectly. If you typed a complete name only that would come up. Now everything in the system comes up.

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