Currently, when using the Global Search Function, we cannot amend the default Global Search Results Settings to display properties in the Global Search Results View columns that are relevant to the specific business, and customise views to different teams/ team members in the business.
i.e. Global Search Results for Contacts only show default columns for Name, Email, Phone number, Primary company, and job title.
Global Search Results for Companies only show default columns for Company Name, Domain, City, Region, Phone and Company Owner.
Similarly, we are locked to default properties with Deals, and all other objects.
Goal
We are able to tailor the Global Search Results settings to meet the needs of different teams/users, much like the way we already can edit the object-specific search result views with the Contact/Company/Deal search tabs. This will enable us to:
- Choose properties to display in the Global Search Results view
- Choose order of columns that display
- Change length of column.
Different teams have different needs:
Use cases
Different properties/columns to display for different teams
- Service teams may find it more useful to see a customer code property/column in the Global Search Results View; while they can use the Global Search to find the correct company, they can't see on the screen they are clicking on the correct company, because we cannot bring in the <CUSTOMER CODE> company property to the results view.
- If searching companies, would be great for sales teams to see the primary contact in a column, and click directly onto this, rather than needing to click on the company record, to then search for the primary contact
- If searching tasks, would be great to see the internal task owner in a column, so you can easily see accountability.
Ability to edit length of columns
There may be several entities e.g. deals, companies, with nearly identical names, but a small variation right at the end of the deal/company name. So we can correctly read the name, we need to be able to edit the length of 1 particular column in the display screen. This means we don't have to click into the record/hover over each record, to read it. e.g. COMPANY NAME is likely to be longer than other properties, so we want the ability to make this column longer than others.
