Advanced Search - Add Filters and Fields
• Ability to filter global search by type, hit Enter to create a view for a search term
• Custom Fields (e.g. Claim Number), Tags, and other fields available in Search
• City
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Steve Sentner
commented
We are a dog training company, so there are times we want to search for the a dog's name rather than their owner's name. I thought if I added the dog names under tags that would solve that, but it didn't work.
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Neil Kreck
commented
Quite often I will use the search feature for telephone numbers, addresses, and keywords. However, I have found that it does not pick from our custom fields and customized settings.
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Lauren Wilson
commented
It would be great if we could have a setting for what information is accessed by the Search bar. Or at least a way to filter the results so that when I typed in "Robin" it didn't pop up with every contact with the last name Robinson, every job done on Robins Song Dr, etc.
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Meagan Wilson
commented
I wish job nimbus had the ability to filter out what search results pop up when searching by keyword on your page header. It would be nice if we didn't have to scroll through all of these attachments of each customer's profile, as well as any and all related contacts showing up as its own search result- if we were to search by name or address and only the contacts with those keywords relating to them, would pop up, it would be nice
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Dan Cote
commented
For any search not only record type; i.e. give me all the contacts that have "shoe" in them; a view would appear with only the 2-3 contacts that have "shoe" in them.