# Searching an Object Record > This feature allows admins to configure which fields are searchable for their location. Once updated, this change reflects for all users and impacts… - Source: https://docs.ghlcustomercare.com/docs/crm/managing-your-crm-views/searching-an-object-record - Section: CRM / Managing your CRM Views - Reading time: 2 min - Images: 12, each explained below - Modified on Wed, 27 Nov, 2024 at 7:33 AM --- This feature allows admins to configure which fields are searchable for their location.  Once updated, this change reflects for all users and impacts every place where the object can be searched, enhancing the flexibility and customization of searches. **In This Article** - Feature 1 - Configuring Searchable Fields for Your Organization - Feature 2 - Admin Only Access - Feature 3 - Changes Apply Globally - Feature 4 - Regex Search - How to update your searchable fields? --- ## Feature 1 - Configuring Searchable Fields for Your Organization Admins now have the flexibility to update the fields that are searchable for objects such as Contacts, Opportunities, and Custom Objects. This feature allows for streamlined search customization and offers regex search capabilities for specific fields. For Contacts and Opportunities - you can search for upto 6 fields.  A minimum of 3 characters need to be added in the search box for any search to execute. For Contacts - Contact Name, Phone Number and Email Address are mandatory and cannot be removed from the searchable fields.  For Opportunities - Opportunity Name cannot be removed from the searachable fields.  ![Feature 1 - Configuring Searchable Fields for Your Organization (image 1 of 12)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155034971656/original/sN5cFhBG_VqmSQ87llFdSQDr-wd4fUbWSw.jpeg) **Feature 1 - Configuring Searchable Fields for Your Organization (image 1 of 12)** This screenshot appears in the "Feature 1 - Configuring Searchable Fields for Your Organization" section of "Searching an Object Record". For context, this section explains: This feature allows admins to configure which fields are searchable for their location. Once updated, this change reflects for all users and impacts every place where the object can be searched, enhancing the flexibility and customization of searches. In This Article Feature 1 - Configuring…. This part of the guide covers 12 fields, listed below. - Fields: Feature 2 - Admin Only Access, Feature 3 - Changes Apply Globally, Feature 4 - Regex Search, Dashboard, Workflows, Forms, Surveys, Payments, Invoices, Documents & Contracts, SaaS, Affiliate Manager - Controls: In This Article, only to admins, 1. Contacts Search bar, 2. Global Search Bar ## Feature 2 - Admin Only Access The ability to configure searchable fields is available **only to admins**. Users do not have the ability to make these changes. ## Feature 3 - Changes Apply Globally Once the change is applied, the change will reflect across all contact search bars in the platform.  ### For Contacts, that includes: **1\. Contacts Search bar**  ![For Contacts, that includes: (image 2 of 12)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155034971672/original/6AQ6L9wlVjG920xYSIZNVF7VYAMxXgSXiQ.jpeg) **For Contacts, that includes: (image 2 of 12)** This screenshot appears in the "For Contacts, that includes:" section of "Searching an Object Record". For context, this section explains: This feature allows admins to configure which fields are searchable for their location. Once updated, this change reflects for all users and impacts every place where the object can be searched, enhancing the flexibility and customization of searches. In This Article Feature 1 - Configuring…. This part of the guide covers 12 fields, listed below. - Fields: Feature 2 - Admin Only Access, Feature 3 - Changes Apply Globally, Feature 4 - Regex Search, Dashboard, Workflows, Forms, Surveys, Payments, Invoices, Documents & Contracts, SaaS, Affiliate Manager - Controls: In This Article, only to admins, 1. Contacts Search bar, 2. Global Search Bar **2\. Global Search Bar** ![For Contacts, that includes: (image 3 of 12)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155034971668/original/EIlO7bAKBeVWOO6AaifChb3LWI__aEMrBg.jpeg) **For Contacts, that includes: (image 3 of 12)** This screenshot appears in the "For Contacts, that includes:" section of "Searching an Object Record". For context, this section explains: This feature allows admins to configure which fields are searchable for their location. Once updated, this change reflects for all users and impacts every place where the object can be searched, enhancing the flexibility and customization of searches. In This Article Feature 1 - Configuring…. This part of the guide covers 12 fields, listed below. - Fields: Feature 2 - Admin Only Access, Feature 3 - Changes Apply Globally, Feature 4 - Regex Search, Dashboard, Workflows, Forms, Surveys, Payments, Invoices, Documents & Contracts, SaaS, Affiliate Manager - Controls: In This Article, only to admins, 1. Contacts Search bar, 2. Global Search Bar **3\. Creating a new message in Conversations** ![For Contacts, that includes: (image 4 of 12)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155034971653/original/5Ngy0ynnllgw3qlavAfwEpJoBDtL7jOeow.jpeg) **For Contacts, that includes: (image 4 of 12)** This screenshot appears in the "For Contacts, that includes:" section of "Searching an Object Record". For context, this section explains: This feature allows admins to configure which fields are searchable for their location. Once updated, this change reflects for all users and impacts every place where the object can be searched, enhancing the flexibility and customization of searches. In This Article Feature 1 - Configuring…. This part of the guide covers 12 fields, listed below. - Fields: Feature 2 - Admin Only Access, Feature 3 - Changes Apply Globally, Feature 4 - Regex Search, Dashboard, Workflows, Forms, Surveys, Payments, Invoices, Documents & Contracts, SaaS, Affiliate Manager - Controls: In This Article, only to admins, 1. Contacts Search bar, 2. Global Search Bar **4\. Creating a new appointment in Calendars** ![For Contacts, that includes: (image 5 of 12)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155034971666/original/MDKW7uWomGPcu5P-SgTLG-Q6BP4SlKpB4g.jpeg) **For Contacts, that includes: (image 5 of 12)** This screenshot appears in the "For Contacts, that includes:" section of "Searching an Object Record". For context, this section explains: This feature allows admins to configure which fields are searchable for their location. Once updated, this change reflects for all users and impacts every place where the object can be searched, enhancing the flexibility and customization of searches. In This Article Feature 1 - Configuring…. This part of the guide covers 12 fields, listed below. - Fields: Feature 2 - Admin Only Access, Feature 3 - Changes Apply Globally, Feature 4 - Regex Search, Dashboard, Workflows, Forms, Surveys, Payments, Invoices, Documents & Contracts, SaaS, Affiliate Manager - Controls: In This Article, only to admins, 1. Contacts Search bar, 2. Global Search Bar **5\. Creating and Updating Tasks in Contacts** ![For Contacts, that includes: (image 6 of 12)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155034971661/original/U28GYOHOg_85SMNsHWI-n2Z3ZO-8q1V1gA.jpeg) **For Contacts, that includes: (image 6 of 12)** This screenshot appears in the "For Contacts, that includes:" section of "Searching an Object Record". For context, this section explains: This feature allows admins to configure which fields are searchable for their location. Once updated, this change reflects for all users and impacts every place where the object can be searched, enhancing the flexibility and customization of searches. In This Article Feature 1 - Configuring…. This part of the guide covers 12 fields, listed below. - Fields: Feature 2 - Admin Only Access, Feature 3 - Changes Apply Globally, Feature 4 - Regex Search, Dashboard, Workflows, Forms, Surveys, Payments, Invoices, Documents & Contracts, SaaS, Affiliate Manager - Controls: In This Article, only to admins, 1. Contacts Search bar, 2. Global Search Bar **6\. Contacts and Additional Contacts fields in Opportunities** ![For Contacts, that includes: (image 7 of 12)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155034971669/original/E6Pnxh61Okvlaggiv_YU9cS5h0L4nhM1ww.jpeg) **For Contacts, that includes: (image 7 of 12)** This screenshot appears in the "For Contacts, that includes:" section of "Searching an Object Record". For context, this section explains: This feature allows admins to configure which fields are searchable for their location. Once updated, this change reflects for all users and impacts every place where the object can be searched, enhancing the flexibility and customization of searches. In This Article Feature 1 - Configuring…. This part of the guide covers 12 fields, listed below. - Fields: Feature 2 - Admin Only Access, Feature 3 - Changes Apply Globally, Feature 4 - Regex Search, Dashboard, Workflows, Forms, Surveys, Payments, Invoices, Documents & Contracts, SaaS, Affiliate Manager - Controls: In This Article, only to admins, 1. Contacts Search bar, 2. Global Search Bar **And also across the following modules:**
  • Dashboard
  • Workflows
  • Forms
  • Surveys
  • Payments
  • Invoices
  • Documents & Contracts
  • SaaS
  • Affiliate Manager
  • Emails
  • Client Portal
  • Custom Objects
## Feature 4 - Regex Search Users can take advantage of regex for more tailored searches. However, please note that regex will not work on fields like contact names, phone numbers, monetary values, numeric fieldsand other similar fields. Regex supports: - `*abc`: Searches for records ending with "abc." - `*abc*`: Searches for records containing "abc." - `abc*`: Searches for records starting with "abc." # Regex search does not work on fields like contact name, phone numbers and monetary values ## How to update your searchable fields? 1. Launch the Subaccount > Settings > Custom Fields ![Step 1 of 6: Launch the Subaccount > Settings > Custom Fields](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155034971675/original/gDJsF4lxaw34SkYvm4tT9Xa9E03Q2M-U0g.jpeg) **Step 1 of 6: Launch the Subaccount > Settings > Custom Fields** This screenshot accompanies step 1 of 6 in the "How to update your searchable fields?" section of "Searching an Object Record". At this point in the walkthrough you launch the Subaccount > Settings > Custom Fields. The navigation path used here is Subaccount > Settings > Custom Fields. This part of the guide covers 12 fields, listed below. The next step is to go to the kebab menu (3 dots) on the top right and click on "Edit searchable fields". - Path: Subaccount > Settings > Custom Fields - What this covers: Launch the Subaccount > Settings > Custom Fields - Fields: Feature 2 - Admin Only Access, Feature 3 - Changes Apply Globally, Feature 4 - Regex Search, Dashboard, Workflows, Forms, Surveys, Payments, Invoices, Documents & Contracts, SaaS, Affiliate Manager - Controls: In This Article, only to admins, 1. Contacts Search bar, 2. Global Search Bar - Next: Go to the kebab menu (3 dots) on the top right and click on "Edit searchable fields" Full procedure: 1. Launch the Subaccount > Settings > Custom Fields <- this image 2. Go to the kebab menu (3 dots) on the top right and click on "Edit searchable fields" 3. Select the object you want to update the searchable fields for. 4. Select fields that you want to mark Searchable. 5. Save and confirm the changes. 6. The searchable fields are now updated for all modules and users in this account. 2. Go to the kebab menu (3 dots) on the top right and click on "Edit searchable fields" ![Step 2 of 6: Go to the kebab menu (3 dots) on the top right and click on "Edit…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155034971664/original/j6s65-ir_FsDKd1KjQv0LBWHB1wFlmtN7w.png) **Step 2 of 6: Go to the kebab menu (3 dots) on the top right and click on "Edit…** This screenshot accompanies step 2 of 6 in the "How to update your searchable fields?" section of "Searching an Object Record". At this point in the walkthrough you go to the kebab menu (3 dots) on the top right and click on "Edit searchable fields". The navigation path used here is Subaccount > Settings > Custom Fields Go. This part of the guide covers 12 fields, listed below. The next step is to select the object you want to update the searchable fields for. - Path: Subaccount > Settings > Custom Fields Go - Where to go: Go to the kebab menu (3 dots) on the top right and click on "Edit searchable fields" - Fields: Feature 2 - Admin Only Access, Feature 3 - Changes Apply Globally, Feature 4 - Regex Search, Dashboard, Workflows, Forms, Surveys, Payments, Invoices, Documents & Contracts, SaaS, Affiliate Manager - Controls: In This Article, only to admins, 1. Contacts Search bar, 2. Global Search Bar - Next: Select the object you want to update the searchable fields for. Full procedure: 1. Launch the Subaccount > Settings > Custom Fields 2. Go to the kebab menu (3 dots) on the top right and click on "Edit searchable fields" <- this image 3. Select the object you want to update the searchable fields for. 4. Select fields that you want to mark Searchable. 5. Save and confirm the changes. 6. The searchable fields are now updated for all modules and users in this account. 3. Select the object you want to update the searchable fields for. ![Step 3 of 6: Select the object you want to update the searchable fields for](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155034971660/original/hxHtovVHjyxrH_rvwHT9OFI7jL6lutQaAw.png) **Step 3 of 6: Select the object you want to update the searchable fields for** This screenshot accompanies step 3 of 6 in the "How to update your searchable fields?" section of "Searching an Object Record". At this point in the walkthrough you select the object you want to update the searchable fields for. The navigation path used here is Subaccount > Settings > Custom Fields Go. This part of the guide covers 12 fields, listed below. The next step is to select fields that you want to mark Searchable. - Path: Subaccount > Settings > Custom Fields Go - What to choose: Select the object you want to update the searchable fields for. - Fields: Feature 2 - Admin Only Access, Feature 3 - Changes Apply Globally, Feature 4 - Regex Search, Dashboard, Workflows, Forms, Surveys, Payments, Invoices, Documents & Contracts, SaaS, Affiliate Manager - Controls: In This Article, only to admins, 1. Contacts Search bar, 2. Global Search Bar - Next: Select fields that you want to mark Searchable. Full procedure: 1. Launch the Subaccount > Settings > Custom Fields 2. Go to the kebab menu (3 dots) on the top right and click on "Edit searchable fields" 3. Select the object you want to update the searchable fields for. <- this image 4. Select fields that you want to mark Searchable. 5. Save and confirm the changes. 6. The searchable fields are now updated for all modules and users in this account. 4. Select fields that you want to mark Searchable. ![Step 4 of 6: Select fields that you want to mark Searchable](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155034971663/original/uQEwJmUWa4jJ-aL-TBehCnDFK0wWgtkdPw.jpeg) **Step 4 of 6: Select fields that you want to mark Searchable** This screenshot accompanies step 4 of 6 in the "How to update your searchable fields?" section of "Searching an Object Record". At this point in the walkthrough you select fields that you want to mark Searchable. The navigation path used here is Subaccount > Settings > Custom Fields Go. This part of the guide covers 12 fields, listed below. The next step is to save and confirm the changes. - Path: Subaccount > Settings > Custom Fields Go - What to choose: Select fields that you want to mark Searchable. - Fields: Feature 2 - Admin Only Access, Feature 3 - Changes Apply Globally, Feature 4 - Regex Search, Dashboard, Workflows, Forms, Surveys, Payments, Invoices, Documents & Contracts, SaaS, Affiliate Manager - Controls: In This Article, only to admins, 1. Contacts Search bar, 2. Global Search Bar - Next: Save and confirm the changes. Full procedure: 1. Launch the Subaccount > Settings > Custom Fields 2. Go to the kebab menu (3 dots) on the top right and click on "Edit searchable fields" 3. Select the object you want to update the searchable fields for. 4. Select fields that you want to mark Searchable. <- this image 5. Save and confirm the changes. 6. The searchable fields are now updated for all modules and users in this account. 5. Save and confirm the changes. ![Step 5 of 6: Save and confirm the changes](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155034971662/original/hgBp6A1nRTzyg3Wv_d5LdK0b3qaAATsMvA.png) **Step 5 of 6: Save and confirm the changes** This screenshot accompanies step 5 of 6 in the "How to update your searchable fields?" section of "Searching an Object Record". At this point in the walkthrough you save and confirm the changes. For context, this section explains: This feature allows admins to configure which fields are searchable for their location. Once updated, this change reflects for all users and impacts every place where the object can be searched, enhancing the flexibility and customization of searches. In This Article Feature 1 - Configuring…. The navigation path used here is Subaccount > Settings > Custom Fields Go. This part of the guide covers 12 fields, listed below. The next step is to the searchable fields are now updated for all modules and users in this account. - Path: Subaccount > Settings > Custom Fields Go - How to confirm: Save and confirm the changes. - Fields: Feature 2 - Admin Only Access, Feature 3 - Changes Apply Globally, Feature 4 - Regex Search, Dashboard, Workflows, Forms, Surveys, Payments, Invoices, Documents & Contracts, SaaS, Affiliate Manager - Controls: In This Article, only to admins, 1. Contacts Search bar, 2. Global Search Bar - Next: The searchable fields are now updated for all modules and users in this account. Full procedure: 1. Launch the Subaccount > Settings > Custom Fields 2. Go to the kebab menu (3 dots) on the top right and click on "Edit searchable fields" 3. Select the object you want to update the searchable fields for. 4. Select fields that you want to mark Searchable. 5. Save and confirm the changes. <- this image 6. The searchable fields are now updated for all modules and users in this account. 6. The searchable fields are now updated for all modules and users in this account. --- Documentation for GHL Customer Care. Support: support@ghlcustomercare.com