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mmartelli0803
Participante

Add custom field searchable on contact record using active search

resolver

Is it possible to add a custom field to this active search box on the contacts page?search contacts.JPG

1 Soluciones aceptada
karstenkoehler
Solución
Miembro del salón de la fama | Partner
Miembro del salón de la fama | Partner

Add custom field searchable on contact record using active search

resolver

Hi @mmartelli0803,

 

As far as I know there aren't any out of the box options for this search but as @kvlschaefer has pointed out, this can be done via API.

 

You can also, with an Enterprise subscription, create up to three searchable properties in your HubSpot account that can then be searched via the global search bar.

 

When you edit a property in the property settings, see the checkbox below:

 

karstenkoehler_0-1644607034068.png

If you want to stay within the contact index page, then you'd have to use the More filters option for search, by selecting a specific property and adding a filter.

 

Hope this helps!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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2 Respuestas 2
karstenkoehler
Solución
Miembro del salón de la fama | Partner
Miembro del salón de la fama | Partner

Add custom field searchable on contact record using active search

resolver

Hi @mmartelli0803,

 

As far as I know there aren't any out of the box options for this search but as @kvlschaefer has pointed out, this can be done via API.

 

You can also, with an Enterprise subscription, create up to three searchable properties in your HubSpot account that can then be searched via the global search bar.

 

When you edit a property in the property settings, see the checkbox below:

 

karstenkoehler_0-1644607034068.png

If you want to stay within the contact index page, then you'd have to use the More filters option for search, by selecting a specific property and adding a filter.

 

Hope this helps!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

kvlschaefer
Administrador de la comunidad
Administrador de la comunidad

Add custom field searchable on contact record using active search

resolver

Hi @mmartelli0803,

 

Thanks for reaching out! 

 

It is possible to update the properties used in the search box through the searchableProperties parameter in the API. You can use the Update a schema patch request (detailed information on the API found here). The parameter used to update should be the "searchableProperties".

 

Best,

Kristen

 


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