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Searching an Object Record

Updated

Feature 1 - Configuring Searchable Fields for Your Organization

Admins now have the ability to customize which fields are searchable for objects like Contacts, Opportunities, and Custom Objects. This enhancement enables more tailored search experiences and supports regex-based searches for designated fields.

For Contacts and Opportunities - you can search for up to 6 fields. 

 

A minimum of 3 characters need to be added in the search box for any search to execute.


For Contacts - Contact Name, Phone Number and Email Address are mandatory and cannot be removed from the searchable fields. 


For Opportunities - Opportunity Name cannot be removed from the searchable fields.

 

Feature 2 - Admin Only Access

The ability to configure searchable fields is available only to admins. Users do not have the ability to make these changes.

 

Feature 3 - Changes Apply Globally

Once the change is applied, the change will reflect across all contact search bars in the platform. 

 

For Contacts, that includes:

1. Contacts Search bar 

2. Global Search Bar

 

3. Creating a new message in Conversations

4. Creating a new appointment in Calendars

5. Creating and Updating Tasks in Contacts

6. Contacts and Additional Contacts fields in Opportunities


And also across the following modules:

  • Dashboard
  • Workflows
  • Forms
  • Surveys
  • Payments
  • Invoices
  • Documents & Contracts
  • SaaS
  • Affiliate Manager
  • Emails
  • Client Portal
  • Custom Objects

 

Feature 4 - Regex Search

Users can take advantage of regex for more tailored searches.

However, please note that regex will not work on fields like contact names, phone numbers, monetary values, numeric fields and other similar fields.
Regex supports:

  • *abc: Searches for records ending with "abc."
  • *abc*: Searches for records containing "abc."
  • abc*: Searches for records starting with "abc."

Regex search does not work on fields like contact name, phone numbers and monetary values

 

How to update your searchable fields?

  1. Launch the Subaccount > Settings > Custom Fields
  2. Go to the kebab menu (3 dots) on the top right and click on "Edit searchable fields"
  3. Select the object you want to update the searchable fields for.
  4. Select fields that you want to mark Searchable.
  5. Save and confirm the changes.
  6. The searchable fields are now updated for all modules and users in this account.