Configuring CRM Search Fields for Better Data Retrieval

Channel:
United States HighLevel
Subscribers:
68,000
Published on ● Video Link: https://www.youtube.com/watch?v=Y_U10AS9J0c


Duration: 0:00
318 views
13

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For more information, be sure to check out the related help doc at https://help.gohighlevel.com/en/support/solutions/articles/155000003913-searching-an-object-record
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Join Tina as she demonstrates how to configure searchable fields in your CRM, enhancing your data search capabilities. Learn to adjust searchable fields for contacts and opportunities, utilize regex for advanced filtering, and understand the impact of these changes across various modules. Perfect for admins aiming to streamline search functionality for their teams.

00:00 Introduction to Searchable Fields
00:42 Configuring Contact Searchable Fields
02:04 Configuring Opportunity Searchable Fields
03:00 Using the Search Function
03:46 Advanced Search with Regex
04:48 Conclusion and Final Thoughts



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