First, ideally searching would open a search window that could be recalled once clicking away by using the browser's back button.
Second, the search results would be a customizable table or card view.
As a sales rep, I'd like my search to open in a window, so that I can return to my search results if I click on the wrong result, without re-searching.
As an admin, I'd like to customize the fields shown for search results. I'd like to do this from a search layout, not a field option, so I can see exactly the way the search will appear for users and design an optimized view.
Weitere Ideen mit folgender Beschriftung anzeigen:
Being able to customise the search results page is crucial for when using custom search properties. Being able to view the custom properties on the results page would allow you to quickly identify which record to open
We should definitely be able to customise what information is presented when using Global Search - this will save having to view each and every result to find what you need
Being a Ticket Based team we want more data to appear in the Global search so we don't have to open wvery ticket shown to determine which one is the one we need to action. Customising this view increases quick access to exactly what we want and save time.
100% agree with all the comments above - this drives me mad about HubSpot currently, as have previously taken this for granted in a previous employer's Salesforce org. This is one of the number one drags we have for adoption by one team in particular, as we have a number of 'legitimate' duplicate companies and users need to differentiate between them without opening each of the records. Would love to be able to specify a) which properties are displayed in the global search results and/or b) add additional properties into that view.
We have same issue. See pic above. Can't differentiate between companies without opening each one! All it needs is for the highlight box to show all the company name not a cut-off version. Should be a simple bit of coding.
To be able to select what columns appear and their width in the search results screen is really needed. The default ones are not relevant to our needs and the company column is too short and cuts off the name too early...
Hope this can be reviewed and improved in due course.
I'm adding my vote here as well - we should be able to customize what types of returned results are prioritized. Also, if I put in something very specific like a name it pulls so much other results that I have to scroll through.
Sie müssen ein registrierter Benutzer sein, um hier einen Kommentar hinzuzufügen. Wenn Sie sich bereits registriert haben, melden Sie sich bitte an. Wenn Sie sich noch nicht registriert haben, führen Sie bitte eine Registrierung durch und melden Sie sich an.