Custom fields enable you to tailor your CRM to reflect your business' processes. Sometimes it can be useful to search by these custom fields within the Global Search to help you find the appropriate CRM record quickly and efficiently. You can configure 3 searchable custom fields on a Division, Contact, Opportunity and Problem.
- You'll need CRM Admin rights in order to follow the steps in this article
- This functionality is in preview, so it's likely that the interface will change in the future
Step 1: Navigate to CRM Record
To get started, navigate to the CRM record type that you wish to add the searchable custom field to. For example, if you wish to add a searchable custom field to a Contact, open a Contact record in the CRM.
Step 2: Open the Customiser
Click on the three dots in the top right-hand corner and select 'Customise' from the drop-down list.
Step 3: Add Searchable Field
You'll now need to add the searchable field to the Contact layout. To do so, simply click the 'Add Field/Report' button where you wish to add the searchable field to.
Then select the 'Add Fields' option.
Finally, click the 'Show More' button and scroll down to find the 'Add Custom Fields' button.
Select 'Searchable' from the options presented.
Step 4: Give New Searchable Field a Label
You can create 3 searchable custom fields, so simply give each field a label and click 'Close'.
Step 5: Add Searchable Custom Field to Contact Layout
Next, add the searchable custom field to the Contact layout so your users can start populating this field. To do so, expand the Custom Fields section and tick your newly added searchable custom field. Once you've selected the correct custom field click the 'OK' button.
Step 6: Save Layout Changes
Once you're happy with the location of your newly created field, click the save icon in the top right-hand corner.
You'll now be able to start populating this custom field and search by it within the Global Search!