Modify search related field name to another table

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Posted on by abutler1986

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Hey,

Can you let me know if it is possible to modify the related fields being shown when you search for a contact for instance and if so how is it possible to change?

Example, if I search Marty McFly here, you can see multiple records but without showing the related client name the user won't know which one to select

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Muhammad Affan 4,629 Moderator on at

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Hi There,

Follow these steps:

From the command bar in your application click on the gear icon and select advanced settings

From the advanced setting select customization and than select customize the system.

From there click on entities and look for contact entity.

Under contact entity select views and select quick find active contacts view (refer the below pic)

Under that add a column for company name (or anything else to want to appear when you're doing a global search)
Place Company name column right after your 1st column if you want the (client name) to appear in search

Save and close once done and publish all customizations.

And you're good to go : refer the below picture

Feel free to connect if you still face issues.

Thanks

Affan

Subscribe my YouTube channel for more insights like these https://www.youtube.com/@AffansDynamicsJourney.
Muhammad Affan 4,629 Moderator on at

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Hi There,

If your issue is resolved, please change the status to resolved.

And if you still have issues I'm happy to assist.

Thanks

Affan
Muhammad Affan 4,629 Moderator on at

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Hi There,

If the solution that is provided works for you, please do not forget to click Yes under "Did this answer your question?" to close this thread.

Thanks

Affan