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Is there a way of searching out text in the logged notes of the crm pipeline?

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Thanks, all I have to do now is learn how to implement that.

Best Answer

You can inherit  crm.view_crm_case_opportunities_filter view  and add the below:

<record id="crm_lead_view_search_notes" model="ir.ui.view">
<field name="name">crm.lead.view.search.notes</field>
<field name="model">crm.lead</field>
<field name="inherit_id" ref="crm.view_crm_case_opportunities_filter"/>
<field name="arch" type="xml">
<field name="activity_state" position="after">
<field name="message_ids" string="Notes" filter_domain="[('message_ids.body','ilike',self)]"/>
</field>
</field>
</record>

Then you can search in chatter from Search.


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