How to search or filter leads with a custom field?

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  • crmtesting
    Member
    • Oct 2024
    • 33

    #1

    How to search or filter leads with a custom field?

    These are the field one can use to search the leads.
    I have a couple of custom fields that I added. why they are not visible here? how can I filter the leads with the custom fields that I added?
    Also, It's a really long list and I want to remove half of the options here. Is it possible? if yes, how?
    is it possible on Version 9 or 8.4?


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    Last edited by crmtesting; 03-09-2025, 06:03 PM.
  • pehoma
    Member
    • Aug 2022
    • 67

    #2
    Hello. It's very simple. The fields for the filter are organized within the 'Searchfilter' layout. So, you need to go to the entity's layouts and modify the 'Searchfilter' layout.

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    • victor
      Active Community Member
      • Aug 2022
      • 1066

      #3
      crmtesting,

      https://forum.espocrm.com/forum/gene...620#post115620

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      • crmtesting
        Member
        • Oct 2024
        • 33

        #4
        thank you pehoma and victor

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