Skip to Main Content
Product Suggestions
Categories CRM App
Created by Guest
Created on Nov 10, 2020

Ability to Customise Global Search

A customer would like to be able to customise the fields that are displayed on the global search. Every customer has different requirements on what is displayed on the global search, so the best solution would be to add a customiser for the global search layout and the customer can pick which fields they'd like to display at each level of the hierarchy within the search.

  • Attach files
  • Guest
    Reply
    |
    Nov 30, 2021

    Our newer version of prospects which we have today, no longer allows this. such a shame. please bring it back

  • Admin
    Andrew Ardron
    Reply
    |
    Feb 7, 2021

    You still can't customise the fields on the global search, but in the newest version (coming to all customers over the next few weeks) there are new searches in the left-hand menu for specific entities like customers, contacts, products, problems, opportunities etc ... and because these are for a specific entity, you can choose the fields being displayed. Hopefully this will do what you need...

  • Guest
    Reply
    |
    Nov 10, 2020

    I support this request

  • +21
1 MERGED

Additional column option on search results

Merged
It would be good if we were able to specify the columns to be displayed for each entity on the search results. This particular case I was hoping to see the QuoteID on the quote results but it is not there.
Guest about 5 years ago in CRM App 0