We are thrilled to bring you a new feature that enables administrators to determine which fields are searchable for Contacts, Opportunities, and Custom Objects throughout Connectly. This change allows more adjustable and personalized search experiences, giving administrators complete control over which fields are included in search queries. Also included in this update is support for regex search for more sophisticated filtering.
Key Features:
– Configurable Searchable Fields: Administrators can now pick the fields that are searchable for items like Contacts, Opportunities, and Custom Objects.
– You can select up to 6 fields to be searchable. For Custom objects, the number of searchable fields is limited to three
– Global Changes: After an update, the transformations will be applied globally across all search bars in the platform.
– Regex Search Support: Regex search permits more personalized and precise search queries.
– Search for additional email and additional phone: With this modification, you will also be able to perform a search for additional email and additional phone fields from the search box.
How to Use?
– Go to Subaccount > Settings > Custom Fields.
– Press the kebab menu (three dots) on the upper right and choose Edit Searchable Fields.
– Pick the object (Contacts, Opportunities, Custom Objects) you wish to configure.
– Mark up to 6 fields as searchable.
– Hit Save and confirm the alterations. These changes will be implemented globally across all modules and users for the chosen object.