Searchable Custom Fields
Customer would like to be able to have custom fields searchable within the search bar.
Marcus Cox commented
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.
I would really like to be able to search by claim number as insurance companies are sometimes only willing to provide that information.