CRM

gelflex-cc
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Single line text field

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How does one search a single line text field?

 

@jennysowyrda 

@Mike_Eastwood 

@MFrankJohnson 

 

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bradmin
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Single line text field

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Hi, @gelflex-cc. Search is available for custom single-line text properties only, which have been configured with the Add to Search option enabled (Enterprise customers only). For non-Enterprise customers, this option is not available, and the only way it's able to be searched is if the data lives in one of the standard fields listed in this help article


Brad Mampe, Salesforce Analyst, Fidelity
I'm probably wrong. I may not be right about that.

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bradmin
Solution
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Single line text field

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Hi, @gelflex-cc. Search is available for custom single-line text properties only, which have been configured with the Add to Search option enabled (Enterprise customers only). For non-Enterprise customers, this option is not available, and the only way it's able to be searched is if the data lives in one of the standard fields listed in this help article


Brad Mampe, Salesforce Analyst, Fidelity
I'm probably wrong. I may not be right about that.
gelflex-cc
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Single line text field

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@bradmin Thank you for the response. BUMMER. I am not likely to be at the Enterprise level this year.

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Mike_Eastwood
Expert reconnu | Partenaire solutions Gold
Expert reconnu | Partenaire solutions Gold

Single line text field

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Hey Chris

 

What if you used a workflow to add a Task, then use a Token to add your Custom Property to the Task Name?

 

According to the docs Related Tasks are searchable.

 

Haven't tried it but it's worth a shot.

 

Mike

gelflex-cc
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Single line text field

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@Mike_Eastwood I'm technically challenged with Free right now, no workflow option.

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