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Wesley C Custom Field Searchability
We have installed over 30 custom fields into our layout, one of which is the "Doing Business As" name. The search functionality only yields and/or auto completes a search on "Account Name", but we would like the search to yield the "Account Name" OR the "Doing Business As" name (which is a custom field) Is this possible?
Wes
You can go to Customize > Accounts > Search Layouts and select this field together with account name for search.
...in the Search Filter Fields