Universal Search

Introduction

The universal search bar lets you view more information on each record at a glance.

Summary

Look up Companies, Deals, and People by name and search for Companies and People by email address and phone number.
Narrow down results by selecting a record type: All, Deals, People, or Companies. Then, use additional filters to refine your search further. Filter down results by record type- All, Deals, People, and Companies.
Customize which fields are displayed in search results to quickly access the desired record.
By default, all search results can be configured to include an ownership filter set to you.
Clicking on the search box will display your search history.
For a faster search experience, enable keyboard shortcuts to quickly search, navigate through results, and select a record type

Search Configuration

Field Display Configuration

Admins have the flexibility to configure search result displays for users. They can choose to show the same results to all users or allow individual users to customize the fields that appear in their search results. Clicking on individual fields will show the field in the result. The fields or the field value itself is not searchable.

Admin Configuration

Admins can set a uniform display for all users, ensuring consistency across the organization. Alternatively, they can allow each user to configure the fields that appear in the search result.

User Configuration

If permitted by the admin, users can customize the displayed fields in search results. This can be done by navigating to Profile Settings > Search Settings.

Customizing Displayed Fields

Users can easily select which fields they want to see in search results. This includes both system fields and custom fields. Note that fields with no value (null) will not be displayed. A real-time preview is available on the right side, which changes if new fields are selected or removed.

Default Filter Configuration

The final configuration option is the default filter. Enabling this will ensure that all search results have the filter owner = current user, displaying only the records owned by the current user.

By following these steps, you can tailor the search experience to quickly find the information you need.

Recent Searches:
You can view your recent searches and click on the results to search the same term again

Filters

Clicking on the Filter icon next to the search bar will show or hide the filters. You will notice additional search criteria that allow you to filter for more specific results. You can also combine filters to search for multiple criteria simultaneously. The search filters for each record type are listed below: