Make contact fields searchable
I need to make all fields in the contact searchable: Claim number, Adjuster name, Insurance company, etc.
Richelle Brown commented
I know it's not what you are looking for, but a workaround is that when you store a document anything you type in the description box is searchable. so if you upload insurance paperwork and make it a rule to enter the claim number in the box then that claim number is searchable.