Our team is highly reliant on app functionality and we have created custom objects as part of our workflow.
Right now, when you search in the app, it does not search the custom object.
For example, I have an object that tracks airplanes. These airplanes are typically identified by their make, model, serial number, or registration number.
So a sales rep is on the road. They get information on the aircraft, the registration number, and put it into the search, N123HS. Currently, it will pull up any information if it was in a free text field in company, contacts, notes, etc., but it does not pull up all of the information associated with that particular aircraft in the custom object or that that object is associated with any of the standard objects.
The associated data is available if I look up a company or contact and if the aircraft is associated. But typically the company and contact is what I am trying to locate based on the aircraft data.
My prior CRM allowed for us to modify mobile views for our needs, this would be extremely beneficial for the user experience and adoption.
Custom objects are great, but it's hard to find what you're looking for while in the field on mobile. It seems fairly simple and straight forward to be able to search just like we do for contacts and deals.
This is an absolute must. Mobile Users / Agents / Reps are unable to search through any Custom Objects easily on mobile.... rendering them way less effective.
