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Add searchable tags to accounts/contacts

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  • 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

  • #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.

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

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