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Client Custom Field Search

techfish shared this idea 6 years ago
Under Consideration

This is for Client Custom Fields created to show up in the search resualts in the top right search box.

For example a clients Social Security/Passport Number.

Comments (4)

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Caveat to this:

This would be beneficial for dropdown custom fields as well as the logic currently does not search for custom fields that are selected as a dropdown type.

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I agree. I know there is the long CLIENT -> VIEW/SEARCH -> SEARCH/FILTER area, but it would be good to be able to add custom fields (like Cell#, Work #) to the list of indexed fields, and have those searched by the Intelligent Search.

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Agreed, This would be beneficial for dropdown custom fields as well as the logic currently does not search for custom fields that are selected as a dropdown type. So that we can search information from activity logs.

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Any news regarding this feature request?