Add searchable tags to accounts/contacts

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  • the3dfox
    Junior Member
    • Feb 2022
    • 5

    Add searchable tags to accounts/contacts

    Hi there,
    today I was trying to add a custom field element to my accounts so I can add tags for different categories. Therefore I added an array to my accounts record, which can have different predefined tags. This works great so far but unfortunately I'm not able to use the search function to filter records with a specific tag.

    Is there a better/correct way to implement searchable tags?

    kind regards,
    Stefan
  • yuri
    Member
    • Mar 2014
    • 8440

    #2
    Hi Srefan,

    Array and multi-enum fields does have search capabilities. Did you use an array field? You need to add the field to search layout and search by that field. The global search won't work here.
    If you find EspoCRM good, we would greatly appreciate if you could give the project a star on GitHub. We believe our work truly deserves more recognition. Thanks.

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    • the3dfox
      Junior Member
      • Feb 2022
      • 5

      #3
      Hi Yuri,
      thank you for the prompt reply. I followed your instruction and it works like described.

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