Search bar results - invoice number

[Becky_Bee]

Hi,

Is there a way you could search for a specific invoice number in the main search box rather than having to click on the individual company record and going the long way round? 

When I type an invoice number in, nothing comes up. It would save me a lot of time!#

Thankyou

[franksteiner79 · Accepted solution]

Hi @Becky_Bee 

Is that invoice number a custom deal property that you have created?

If so, here is a similar community post and solution to get this setup in HubSpot.

Frank

[Becky_Bee]

Hi Frank,

Thankyou for your reply 🙂

Yes, I believe it is... although it suggests it's not as simple once the property has already been created.