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Customer experience | Sales, Customer Insights,...
Suggested Answer

Change the Global Search records searched?

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Posted on by 569

At the moment, the Global Search will return results for Opportunities, Contacts, and a slew of other entities.  Some of our staff would like it to return *only* Accounts, as this is the main entity everyone uses.  Is this possible, ie, to change it so that nothing except Accounts are returned (kind of like a Priority Search).  If no Accounts are found, people could click a link to expand the Search to all Entities.
Realize this might be a Feature Request and not possible, but I thought it was worth asking.

Thanks

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  • Suggested answer
    a33ik Profile Picture
    84,331 Most Valuable Professional on at

    Hello,

    As far as I know, there is no conditional logic in that search.

  • Suggested answer
    Gustavo Longo Profile Picture
    on at

    On top of Andrew's answer, would say we don't have this approach in native way.

    Eventually you can develop your own code, create a button and invoke a different search engine.

    Another approach would be create view with preset filters.

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