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Searchable Custom Fields

Customer would like to be able to have custom fields searchable within the search bar.

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My Contacts De La Cruz shared this idea  ·   ·  Report…  ·  Admin →
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  • Marcus Cox commented  ·   ·  Report

    Custom fields I create for jobs and contacts are Carrier, Claim #, Policy #, and Date of Loss. A lot of times the only information I get in an email, text or VM is referencing a claim #. Right now I can't type in a claim # into the search bar and find what client its referencing. This is a critical adjustment that needs to be made.

  • Anonymous commented  ·   ·  Report

    I would really like to be able to search by claim number as insurance companies are sometimes only willing to provide that information.

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