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  • Search contact by account

    Hi,

    I want to know if it is possible to search a entity by relationship by using the entity serach bar ?

    For example,

    I have a Contact "Mr Joe"
    he is linked to the account "The Dalton Account"

    When I'm on the contacts page, can I enter Dalton in the search bar to find Mr Joe, or must I push the button "Add Field" select "Account" and then search by account using the new sub panel ?

    I tried to add Account in "Text Filter Fields" in the administration part but the field Account is not available (because it's a relationship?)

    Thanks for your help

  • #2
    Yes,
    for relationship (link an linkMultiple) fields you have to add with Add Field Button, and after set the criteria and press Search button.
    You can not add Account in "Text Filter Fields"

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