CRM

SAlonso7
Member

Global Search Relevance

SOLVE

Is there a way to make search results more relevant based on usage? When using the global search, I often find it time-consuming to find the Companies or Contacts I am truly looking for. This is even the case for Companies I search for multiple times a week; the results usually show me Companies I never touch before showing me the ones I work with all the time. If I select the same search result multiple times it would help if that was what showed at the top of the list instead of needing to scroll and 'see more' every time.

2 Accepted solutions
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Global Search Relevance

SOLVE

Hi @SAlonso7,

 

Unfortunately not, no. The search behaves as explained here and cannot be customized: https://knowledge.hubspot.com/crm-setup/search-your-crm

 

The only exception are searchable properties, an Enterprise feature, see "Show in search" here: https://knowledge.hubspot.com/crm-setup/manage-your-properties

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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0 Upvotes
Lucila-Andimol
Solution
Most Valuable Member | Platinum Partner
Most Valuable Member | Platinum Partner

Global Search Relevance

SOLVE

Hey @SAlonso7 

So as Karsten mention, the search bar it's still a work in progress

What I may suggest to you is to create company or contacts views about the main things you work on(for example customers, prospects in region X, and so) This way you have your filters always on and easier to find each you need to.

Here's more info on how to do this

Hope this helps

María Lucila Abal
COO Andimol | Platinum Accredited Partner
HubSpot Expert, Top Community Champion | Hall of Fame IN23&IN24
Certified Trainer (12+ years) | SuperAdmins Bootcamp Instructor

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2 Replies 2
Lucila-Andimol
Solution
Most Valuable Member | Platinum Partner
Most Valuable Member | Platinum Partner

Global Search Relevance

SOLVE

Hey @SAlonso7 

So as Karsten mention, the search bar it's still a work in progress

What I may suggest to you is to create company or contacts views about the main things you work on(for example customers, prospects in region X, and so) This way you have your filters always on and easier to find each you need to.

Here's more info on how to do this

Hope this helps

María Lucila Abal
COO Andimol | Platinum Accredited Partner
HubSpot Expert, Top Community Champion | Hall of Fame IN23&IN24
Certified Trainer (12+ years) | SuperAdmins Bootcamp Instructor

Have questions? Get answers:

Get Premium Support

Did my post help answer your question? Mark this as a solution.

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Global Search Relevance

SOLVE

Hi @SAlonso7,

 

Unfortunately not, no. The search behaves as explained here and cannot be customized: https://knowledge.hubspot.com/crm-setup/search-your-crm

 

The only exception are searchable properties, an Enterprise feature, see "Show in search" here: https://knowledge.hubspot.com/crm-setup/manage-your-properties

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes