Searchable Fields

This feature allows for streamlined search customization and offers regex search capabilities for specific fields.

Updated: October 24, 2024

• How to update your searchable fields?
• Feature 1 - Configuring Searchable Fields for Your Organization
• Feature 2 - Changes Apply Globally
• Feature 3 - Regex Search

How to update your searchable fields?

1. To start, please navigate to Settings > Custom Fields > 3 dots - Edit Searchable Fields
2. Select the object you want to update the searchable fields for. (contacts or opportunities)
   
3. Select fields that you want to mark Searchable. (our recommendations in feature 1)
4. Save and confirm the changes.
5. The searchable fields are now updated for all modules and users in this account. 

Feature 1 - Configuring Searchable Fields for Your Organization

Admins now have the flexibility to update the fields that are searchable for objects such as Contacts and Opportunities. For Contacts and Opportunities - you can search for up to 6 fields. 

• For Contacts - Contact Name, Phone Number and Email Address are mandatory and cannot be removed from the searchable fields. We recommend adding:
  • Site Street Address
  • Site City
  • Site Zip
• For Opportunities - Opportunity Name cannot be removed from the searachable fields. 
  
  
  
  

Feature 2 - Changes Apply Globally

1. Contacts Search Bar
2. Global search bar (top left search in your account)
3. Creating a new message in conversations
4. Creating a new appointment in Calendars
5. Creating and updating tasks in Contacts 
6. Contacts and Additional Contacts fields in Opportunities

And also across the following modules:

• Dashboard
• Workflows
• Forms
• Surveys
• Payments
• Invoices
• Documents & Contracts

Feature 3 - Regex Search

Users can take advantage of regex for more tailored searches.

However, please note that regex will not work on fields like contact names, phone numbers, monetary values, numeric fields and other similar fields.

Regex supports:

• *abc: Searches for records ending with "abc."
• *abc*: Searches for records containing "abc."
• abc*: Searches for records starting with "abc."