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Searching an Object Record

This feature allows admins to configure which fields are searchable for their location. Once updated, this change reflects for all users and impacts…

2 min read443 words12 explained imagesUpdated Wed, 27 Nov, 2024 at 7:33 AM
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  1. Feature 1 - Configuring Searchable Fields for Your Organization
  2. Feature 2 - Admin Only Access
  3. Feature 3 - Changes Apply Globally
  4. For Contacts, that includes:
  5. Feature 4 - Regex Search
  6. How to update your searchable fields?

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This feature allows admins to configure which fields are searchable for their location. 

Once updated, this change reflects for all users and impacts every place where the object can be searched, enhancing the flexibility and customization of searches.

In This Article

    • Feature 1 - Configuring Searchable Fields for Your Organization
    • Feature 2 - Admin Only Access
    • Feature 3 - Changes Apply Globally
    • Feature 4 - Regex Search
    • How to update your searchable fields?

Feature 1 - Configuring Searchable Fields for Your Organization

Admins now have the flexibility to update the fields that are searchable for objects such as Contacts, Opportunities, and Custom Objects. This feature allows for streamlined search customization and offers regex search capabilities for specific fields.
For Contacts and Opportunities - you can search for upto 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 searachable fields. 

Feature 1 - Configuring Searchable Fields for Your Organization (image 1 of 12) What this shows This feature allows admins to configure which fields are searchable for their location. What this shows Illustrates the "Feature 1 - Configuring Searchable Fields for Your Organization" section of "Searching an Object Record". This screenshot appears in the "Feature 1 - Configuring Searchable Fields for Your Organization" section of "Searching an Object Record". For context, this section explains: This feature allows admins to configure which fields are searchable for their location. Once updated, this change reflects for all users and impacts every place where the object can be searched, enhancing the flexibility and customization of searches. In This Article Feature 1 - Configuring…. This part of the guide covers 12 fields, listed below. Image 1 of 12
Fields in this part of the guide Feature 2 - Admin Only AccessFeature 3 - Changes Apply GloballyFeature 4 - Regex SearchDashboardWorkflowsFormsSurveysPaymentsInvoicesDocuments & ContractsSaaSAffiliate Manager
Buttons and menus referenced In This Articleonly to admins1. Contacts Search bar2. Global Search Bar

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 

For Contacts, that includes: (image 2 of 12) What this shows This feature allows admins to configure which fields are searchable for their location. What this shows Illustrates the "For Contacts, that includes:" section of "Searching an Object Record". This screenshot appears in the "For Contacts, that includes:" section of "Searching an Object Record". For context, this section explains: This feature allows admins to configure which fields are searchable for their location. Once updated, this change reflects for all users and impacts every place where the object can be searched, enhancing the flexibility and customization of searches. In This Article Feature 1 - Configuring…. This part of the guide covers 12 fields, listed below. Image 2 of 12
Fields in this part of the guide Feature 2 - Admin Only AccessFeature 3 - Changes Apply GloballyFeature 4 - Regex SearchDashboardWorkflowsFormsSurveysPaymentsInvoicesDocuments & ContractsSaaSAffiliate Manager
Buttons and menus referenced In This Articleonly to admins1. Contacts Search bar2. Global Search Bar

2. Global Search Bar

For Contacts, that includes: (image 3 of 12) What this shows This feature allows admins to configure which fields are searchable for their location. What this shows Illustrates the "For Contacts, that includes:" section of "Searching an Object Record". This screenshot appears in the "For Contacts, that includes:" section of "Searching an Object Record". For context, this section explains: This feature allows admins to configure which fields are searchable for their location. Once updated, this change reflects for all users and impacts every place where the object can be searched, enhancing the flexibility and customization of searches. In This Article Feature 1 - Configuring…. This part of the guide covers 12 fields, listed below. Image 3 of 12
Fields in this part of the guide Feature 2 - Admin Only AccessFeature 3 - Changes Apply GloballyFeature 4 - Regex SearchDashboardWorkflowsFormsSurveysPaymentsInvoicesDocuments & ContractsSaaSAffiliate Manager
Buttons and menus referenced In This Articleonly to admins1. Contacts Search bar2. Global Search Bar

3. Creating a new message in Conversations

For Contacts, that includes: (image 4 of 12) What this shows This feature allows admins to configure which fields are searchable for their location. What this shows Illustrates the "For Contacts, that includes:" section of "Searching an Object Record". This screenshot appears in the "For Contacts, that includes:" section of "Searching an Object Record". For context, this section explains: This feature allows admins to configure which fields are searchable for their location. Once updated, this change reflects for all users and impacts every place where the object can be searched, enhancing the flexibility and customization of searches. In This Article Feature 1 - Configuring…. This part of the guide covers 12 fields, listed below. Image 4 of 12
Fields in this part of the guide Feature 2 - Admin Only AccessFeature 3 - Changes Apply GloballyFeature 4 - Regex SearchDashboardWorkflowsFormsSurveysPaymentsInvoicesDocuments & ContractsSaaSAffiliate Manager
Buttons and menus referenced In This Articleonly to admins1. Contacts Search bar2. Global Search Bar

4. Creating a new appointment in Calendars

For Contacts, that includes: (image 5 of 12) What this shows This feature allows admins to configure which fields are searchable for their location. What this shows Illustrates the "For Contacts, that includes:" section of "Searching an Object Record". This screenshot appears in the "For Contacts, that includes:" section of "Searching an Object Record". For context, this section explains: This feature allows admins to configure which fields are searchable for their location. Once updated, this change reflects for all users and impacts every place where the object can be searched, enhancing the flexibility and customization of searches. In This Article Feature 1 - Configuring…. This part of the guide covers 12 fields, listed below. Image 5 of 12
Fields in this part of the guide Feature 2 - Admin Only AccessFeature 3 - Changes Apply GloballyFeature 4 - Regex SearchDashboardWorkflowsFormsSurveysPaymentsInvoicesDocuments & ContractsSaaSAffiliate Manager
Buttons and menus referenced In This Articleonly to admins1. Contacts Search bar2. Global Search Bar

5. Creating and Updating Tasks in Contacts

For Contacts, that includes: (image 6 of 12) What this shows This feature allows admins to configure which fields are searchable for their location. What this shows Illustrates the "For Contacts, that includes:" section of "Searching an Object Record". This screenshot appears in the "For Contacts, that includes:" section of "Searching an Object Record". For context, this section explains: This feature allows admins to configure which fields are searchable for their location. Once updated, this change reflects for all users and impacts every place where the object can be searched, enhancing the flexibility and customization of searches. In This Article Feature 1 - Configuring…. This part of the guide covers 12 fields, listed below. Image 6 of 12
Fields in this part of the guide Feature 2 - Admin Only AccessFeature 3 - Changes Apply GloballyFeature 4 - Regex SearchDashboardWorkflowsFormsSurveysPaymentsInvoicesDocuments & ContractsSaaSAffiliate Manager
Buttons and menus referenced In This Articleonly to admins1. Contacts Search bar2. Global Search Bar

6. Contacts and Additional Contacts fields in Opportunities

For Contacts, that includes: (image 7 of 12) What this shows This feature allows admins to configure which fields are searchable for their location. What this shows Illustrates the "For Contacts, that includes:" section of "Searching an Object Record". This screenshot appears in the "For Contacts, that includes:" section of "Searching an Object Record". For context, this section explains: This feature allows admins to configure which fields are searchable for their location. Once updated, this change reflects for all users and impacts every place where the object can be searched, enhancing the flexibility and customization of searches. In This Article Feature 1 - Configuring…. This part of the guide covers 12 fields, listed below. Image 7 of 12
Fields in this part of the guide Feature 2 - Admin Only AccessFeature 3 - Changes Apply GloballyFeature 4 - Regex SearchDashboardWorkflowsFormsSurveysPaymentsInvoicesDocuments & ContractsSaaSAffiliate Manager
Buttons and menus referenced In This Articleonly to admins1. Contacts Search bar2. Global Search Bar

And also across the following modules:

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

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 fieldsand 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
    Step 1 of 6: Launch the Subaccount > Settings > Custom Fields What this shows Step 1 of 6: Launch the Subaccount > Settings > Custom Fields What this shows Shows what this covers for step 1 of 6 in the "How to update your searchable fields?" section of "Searching an Object Record". This screenshot accompanies step 1 of 6 in the "How to update your searchable fields?" section of "Searching an Object Record". At this point in the walkthrough you launch the Subaccount > Settings > Custom Fields. The navigation path used here is Subaccount > Settings > Custom Fields. This part of the guide covers 12 fields, listed below. The next step is to go to the kebab menu (3 dots) on the top right and click on "Edit searchable fields". Step 1 of 6Path: Subaccount > Settings > Custom FieldsImage 8 of 12 What this coversLaunch the Subaccount > Settings > Custom Fields
    Fields in this part of the guide Feature 2 - Admin Only AccessFeature 3 - Changes Apply GloballyFeature 4 - Regex SearchDashboardWorkflowsFormsSurveysPaymentsInvoicesDocuments & ContractsSaaSAffiliate Manager
    Buttons and menus referenced In This Articleonly to admins1. Contacts Search bar2. Global Search Bar
    Next stepGo to the kebab menu (3 dots) on the top right and click on "Edit searchable fields"
    All 6 steps in this procedure
    1. Launch the Subaccount > Settings > Custom Fields this image
    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.
  2. Go to the kebab menu (3 dots) on the top right and click on "Edit searchable fields"
    Step 2 of 6: Go to the kebab menu (3 dots) on the top right and click on "Edit… What this shows Step 2 of 6: Go to the kebab menu (3 dots) on the top right and click on "Edit searchable fields" What this shows Shows where to go for step 2 of 6 in the "How to update your searchable fields?" section of "Searching an Object Record". This screenshot accompanies step 2 of 6 in the "How to update your searchable fields?" section of "Searching an Object Record". At this point in the walkthrough you go to the kebab menu (3 dots) on the top right and click on "Edit searchable fields". The navigation path used here is Subaccount > Settings > Custom Fields Go. This part of the guide covers 12 fields, listed below. The next step is to select the object you want to update the searchable fields for. Step 2 of 6Path: Subaccount > Settings > Custom Fields GoImage 9 of 12 Where to goGo to the kebab menu (3 dots) on the top right and click on "Edit searchable fields"
    Fields in this part of the guide Feature 2 - Admin Only AccessFeature 3 - Changes Apply GloballyFeature 4 - Regex SearchDashboardWorkflowsFormsSurveysPaymentsInvoicesDocuments & ContractsSaaSAffiliate Manager
    Buttons and menus referenced In This Articleonly to admins1. Contacts Search bar2. Global Search Bar
    Next stepSelect the object you want to update the searchable fields for.
    All 6 steps in this procedure
    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" this image
    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.
  3. Select the object you want to update the searchable fields for.
    Step 3 of 6: Select the object you want to update the searchable fields for What this shows Step 3 of 6: Select the object you want to update the searchable fields for. What this shows Shows what to choose for step 3 of 6 in the "How to update your searchable fields?" section of "Searching an Object Record". This screenshot accompanies step 3 of 6 in the "How to update your searchable fields?" section of "Searching an Object Record". At this point in the walkthrough you select the object you want to update the searchable fields for. The navigation path used here is Subaccount > Settings > Custom Fields Go. This part of the guide covers 12 fields, listed below. The next step is to select fields that you want to mark Searchable. Step 3 of 6Path: Subaccount > Settings > Custom Fields GoImage 10 of 12 What to chooseSelect the object you want to update the searchable fields for.
    Fields in this part of the guide Feature 2 - Admin Only AccessFeature 3 - Changes Apply GloballyFeature 4 - Regex SearchDashboardWorkflowsFormsSurveysPaymentsInvoicesDocuments & ContractsSaaSAffiliate Manager
    Buttons and menus referenced In This Articleonly to admins1. Contacts Search bar2. Global Search Bar
    Next stepSelect fields that you want to mark Searchable.
    All 6 steps in this procedure
    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. this image
    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.
  4. Select fields that you want to mark Searchable.
    Step 4 of 6: Select fields that you want to mark Searchable What this shows Step 4 of 6: Select fields that you want to mark Searchable. What this shows Shows what to choose for step 4 of 6 in the "How to update your searchable fields?" section of "Searching an Object Record". This screenshot accompanies step 4 of 6 in the "How to update your searchable fields?" section of "Searching an Object Record". At this point in the walkthrough you select fields that you want to mark Searchable. The navigation path used here is Subaccount > Settings > Custom Fields Go. This part of the guide covers 12 fields, listed below. The next step is to save and confirm the changes. Step 4 of 6Path: Subaccount > Settings > Custom Fields GoImage 11 of 12 What to chooseSelect fields that you want to mark Searchable.
    Fields in this part of the guide Feature 2 - Admin Only AccessFeature 3 - Changes Apply GloballyFeature 4 - Regex SearchDashboardWorkflowsFormsSurveysPaymentsInvoicesDocuments & ContractsSaaSAffiliate Manager
    Buttons and menus referenced In This Articleonly to admins1. Contacts Search bar2. Global Search Bar
    Next stepSave and confirm the changes.
    All 6 steps in this procedure
    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. this image
    5. Save and confirm the changes.
    6. The searchable fields are now updated for all modules and users in this account.
  5. Save and confirm the changes.
    Step 5 of 6: Save and confirm the changes What this shows Step 5 of 6: Save and confirm the changes. What this shows Shows how to confirm for step 5 of 6 in the "How to update your searchable fields?" section of "Searching an Object Record". This screenshot accompanies step 5 of 6 in the "How to update your searchable fields?" section of "Searching an Object Record". At this point in the walkthrough you save and confirm the changes. For context, this section explains: This feature allows admins to configure which fields are searchable for their location. Once updated, this change reflects for all users and impacts every place where the object can be searched, enhancing the flexibility and customization of searches. In This Article Feature 1 - Configuring…. The navigation path used here is Subaccount > Settings > Custom Fields Go. This part of the guide covers 12 fields, listed below. The next step is to the searchable fields are now updated for all modules and users in this account. Step 5 of 6Path: Subaccount > Settings > Custom Fields GoImage 12 of 12 How to confirmSave and confirm the changes.
    Fields in this part of the guide Feature 2 - Admin Only AccessFeature 3 - Changes Apply GloballyFeature 4 - Regex SearchDashboardWorkflowsFormsSurveysPaymentsInvoicesDocuments & ContractsSaaSAffiliate Manager
    Buttons and menus referenced In This Articleonly to admins1. Contacts Search bar2. Global Search Bar
    Next stepThe searchable fields are now updated for all modules and users in this account.
    All 6 steps in this procedure
    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. this image
    6. The searchable fields are now updated for all modules and users in this account.
  6. The searchable fields are now updated for all modules and users in this account. 

Frequently asked questions

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

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