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Wesley CWesley C 

Custom Field Searchability

We have installed over 30 custom fields into our layout, one of which is the "Doing Business As" name.  The search functionality only yields and/or auto completes a search on "Account Name", but we would like the search to yield the "Account Name" OR the "Doing Business As" name (which is a custom field)  Is this possible?

 

Wes

t1cadmin@scotiacapital.com.devt1cadmin@scotiacapital.com.dev

You can go to Customize > Accounts > Search Layouts and select this field together with account name for search.

t1cadmin@scotiacapital.com.devt1cadmin@scotiacapital.com.dev

...in the Search Filter Fields