Adding a Search Term field enables you to search for records not only by their name or description, but by other terms/phrases as well. These can be created and used for a variety of purposes. For instance, if a customer has changed its name, you can enter the previous name of the business as a Search Term. This means that you can still find the desired record even if you/other CRM users use the company's previous name.

Prerequisites

  • You'll need CRM Admin rights in order to follow the steps in this article

Step 1 : Select a Record

Once you've selected the record type that you wish to add a Search Terms field to, click on the further options menu (three dots) and select 'Customise'.

You'll now be able to edit the record's groups, fields and Reports (your screen will look similar to the image below).

Step 2: Add Search Term Field

Click on the 'Add Field/Report' button from a group such as Company Details.

You'll then be prompted to add either Fields or Reports. Select 'Add Fields'.

From the list of available fields to add, find the Search Terms field (you may need to expand the list by clicking 'Show More').

Once you've found 'Search Terms', select the tick box next to this and confirm your selection by pressing 'OK'.

This field should now appear under the Company Details. Click the save icon in the top right-hand corner, then exit the customisation page.

Tip: You can rename the Search Terms field by pressing the spanner icon and re-position the field by dragging it up and down.

The Search Term will now be visible in your Company Details page.

Step 3: Input a Search Term

The final step is to input a search term of your choice! Then, your term will be associated with the record it belongs to for all CRM users.

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