Searchable Field Configuration for Enhanced CRM Flexibility

Enhance Your CRM Experience with Searchable Field Configuration

We are thrilled to introduce a cutting-edge feature: the ability to configure which fields are searchable for Contacts, Opportunities, and Custom Objects across the platform. This enhanced flexibility facilitates a more personalized search experience, providing admins with control over which fields are included in search queries and supporting regex searches for advanced filtering.

Key Features

  • Configurable Searchable Fields: Admins now have the power to decide which fields are searchable for various objects, such as Contacts, Opportunities, and Custom Objects.
  • Flexibility in Field Selection: You can choose up to six fields to be searchable, while three fields are configurable for Custom Objects.
  • Global Application of Changes: Once configured, these settings apply universally across all search bars on the platform, ensuring a streamlined experience.
  • Regex Search Support: Regular expressions (regex) are now supported, enabling more sophisticated and precise search queries.
  • Extended Search Capabilities: You can also search for additional email and phone fields directly from the search box.

How to Use This Feature

  1. Navigate to Account Settings: Start by heading to the Settings section under your account.
  2. Edit Searchable Fields: Click on the three-dot menu (kebab menu) in the top right corner and select “Edit Searchable Fields.”

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  3. Select the Object: Choose the object you wish to configure—Contacts, Opportunities, or Custom Objects.

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  1. Choose Fields: Mark up to six fields as searchable for the chosen object.

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  2. Save Your Configuration: Click Save to apply these settings globally. These changes will be effective across all modules and users for the selected object.

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By leveraging this new feature, users can efficiently tailor searches to fit their specific needs and improve navigation through vast data sets. We believe this addition will significantly enhance the user experience and improve overall productivity.

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