Contacts & Smart Lists · 1 min read
Configuring Searchable Fields for Objects
Admins can choose which fields are searched for contacts, opportunities, and custom objects. The change applies to everyone in the account and to every search box that looks up that record type.
Rules
- Contacts and opportunities can have up to 6 searchable fields.
- Contact name, phone, and email are always searchable for contacts.
- Opportunity name is always searchable for opportunities.
- Searches need at least 3 characters.
- Only admins can change searchable fields.
Where it applies
For contacts, the setting affects the Contacts search bar, global search, new messages in Conversations, new appointments in Calendars, tasks, and contact pickers in Opportunities. It also applies in workflows, forms, surveys, payments, invoices, documents, affiliate, email, Client Portal, and custom object pickers.
Update searchable fields
- Go to Settings > Custom Fields.
- Click the three-dot menu at the top right and choose Edit searchable fields.
- Select the object.
- Select the fields to make searchable.
- Save and confirm.
Wildcard search
Use
* for partial matches on text fields:*abcfinds values ending in "abc".*abc*finds values containing "abc".abc*finds values starting with "abc".
Wildcards don't work on names, phone numbers, money, or number fields.