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mmartelli0803
Participant

Add custom field searchable on contact record using active search

Résolue

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

1 Solution acceptée
karstenkoehler
Solution
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

Add custom field searchable on contact record using active search

Résolue

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.

Voir la solution dans l'envoi d'origine

2 Réponses
karstenkoehler
Solution
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

Add custom field searchable on contact record using active search

Résolue

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
Gestionnaire de communauté
Gestionnaire de communauté

Add custom field searchable on contact record using active search

Résolue

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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