Search Bar Options

Our team is wondering if there is a way to customize what is searchable in the search bar at the company level. We have “DBA” as a custom property. Our client’s legal entity name is the “Company Name.” Is it possible to search by a custom property? Thanks for any and all feedback!

Hey @BespokeSS, thanks for reaching out!

I believe this is possible, but only at the Enterprise subscription level. That product allows for up to 3 single-line text, multi-line text, or number properties to be search filters within the HubSpot global search bar.

If you head into the property settings, you should see a “Show in search results” checkbox (you can have up to three of these):

Once you select it, you should see at as a filter option within the HubSpot global search. I tried running a test in my demo portal and didn’t see the “Testing” property show up yet, but that’s where it will appear:

It should show up as one of the bottom options.

If you don’t have Enterprise, there’s not much you can do beyond adding a filter to the company page that says “DBA” contains any of “[value].” That should help you filter down records a bit at least!

You can also create a saved view where “DBA” is “Known.” That will narrow down your company records to only the ones with a set “DBA” value, which you could add as a column. You could then sort the records A-Z or Z-A to hopefully help you find records a bit quicker.

Hope this helps!!

Thank you @jolle ! This is extremely helpful!

You got it! Happy to help :slightly_smiling_face:

Hi @jolle ,

I found your answer very interesting, but I couldn’t customize my search bar or figure out exactly where in the options I needed to go. Anyway, is there any chance you, or someone you know, could contact me on LinkedIn? www.linkedin.com/in/simonaltgelt/

I’d be very grateful.

Hi @BespokeSS ,

An altertative solution might work for you, this tool has search bar that can search any properties under an object, such as company, contact, deal (even by associated companies/contacts).

Hope it can be helpful.

tr

Hope