The search function in your CRM is what gets you to the right results quickly. Fields hold all the relevant information about your contacts and opportunities, but the defaults might not suit every business. Perhaps there's a field specific to your niche, or a unique identifier your company uses for customers, that isn't covered by the standard setup. In that case, you can customise the searchable fields to match how your business works.
Customising Searchable Fields
Go to the Custom Field tab in your settings and click the three-dot icon, then select Edit searchable fields.
Choose the object you want to edit. This can be applied to contacts, opportunities, and custom objects.
Select the fields you want to make searchable. You can remove any preselected fields, as long as they aren't greyed out.
You can add up to 6 fields, such as the names of courses a contact has purchased or any other relevant fields. Once you've made your selections, click Save.
Click Confirm on the next screen to apply the changes across the CRM.
When you use any related search bar, the fields you've added will appear in search suggestions and return results.
When Would I Use This Feature?
This can be used to add any fields outside the standard to your search. A few examples:
- Budget: If you work with proposed budgets, you might find this useful for locating projects that meet your minimum requirement.
- Service/Product: If you offer multiple services or products, this creates that separation.
- Niche-specific fields: Any unique identifier specific to your business, such as property address for estate agents or insurance type for medical professionals, can be added as a searchable field this way.