We are excited to announce an enhancement to the Nexus CRM platform's search functionality within Opportunity Notes. This update aims to make it easier for you to track vital client information, regardless of formatting within the notes.

Current Behavior and Limitations

In the existing setup, the search function within Opportunity Notes is limited to the unformatted text displayed directly in the "Note" column. If a note contains formatted text or any more complex content, such as bullet points, that content has not been searchable, meaning important information may be overlooked during keyword searches.

What’s Changing

With this improvement, you can search for any keywords within the entire note’s content—regardless of formatting, font styles, colors, or other stylistic elements. Whether it’s alphanumeric characters or special characters, the search function now scans the entire content of each note, ensuring that all relevant information is accessible. The new search is case-insensitive, meaning that you only need to search for the keyword without worrying about how it's been written in the note.

Expected Benefits

This change means you can now locate information faster and more comprehensively, eliminating the frustration of missing vital information due to formatting. For example, if you search for the word “Cloud” within an Opportunity Note, the search will yield results even if the term appears in a formatted list or all the way down inside the note's content.

We hope this enhancement adds value to your workflow.

Regards

Mercury Nexus Product Team