Your CRM search functionality is key in handing you the results you want. The fields contain all the relevant information about your contacts and opportunities. However, the standard may not suffice for your business. Maybe there’s a field that your niche uses for searching but it’s not common in the industry, or a unique identifier your company has assigned to customers. In those cases, you can use customization to achieve what you need.
Customizing Searchable Fields #
Start by navigating to the Custom Field tab inside your settings and click the three-dot icon to select Edit searchable fields.
Select the Object you want to edit, this can be applied to contacts, opportunities, and custom objects.
Select the fields you want to enable for searching. You can remove any preselected fields as long as they aren’t grayed out.
You can add up to 6 fields, such as the names of the courses they’ve purchased or any other relevant fields. Once you have selected all the fields you want, click save.
Click Confirm on the next step to change the searchable fields across the CRM.
When you head to any related search bar, the added fields will be part of the search suggestions and will pull results.
When Would I Use This Feature? #
This can be used to add any fields outside the standard to your search, a few use cases would be:
- Budget: If you work with proposed budgets you might find this useful to locate projects that meet your needed minimum.
- Service/Product: If you offer multiple services or products this creates that separation.
- Niche-specific fields: Any unique identifier that’s specific to your business, such as property address for realtors or insurance type for medical professionals, can be added as a searchable field this way.
Frequently Asked Questions #
Where do I configure searchable fields? #
Go to the Custom Field tab in your Settings, click the three-dot icon, and choose Edit searchable fields to begin.
Which objects support searchable field customization? #
You can configure searchable fields for contacts, opportunities, and custom objects.
How many searchable fields can I add? #
You can add up to 6 fields per object, choosing the ones most relevant to how your team searches.
Can I remove fields that are already selected? #
Yes, you can remove any preselected field as long as it is not grayed out. Grayed-out fields are required and cannot be removed.
When do the changes take effect? #
After you save and click Confirm, the new searchable fields apply across the CRM and appear in the relevant search bars as suggestions.
What is a good use case for this feature? #
It is ideal for niche-specific identifiers, such as a property address for realtors or an insurance type for medical professionals, that aren’t part of the standard search but are important to your business.
