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Searching an Object Record in Stack

Enhance your search capabilities in Stack by customizing which fields are searchable for various objects like Contacts, Opportunities, and Custom Objects. This feature allows for flexible and tailored search experiences across your account.

Key Features​

Configuring Searchable Fields​

You have the flexibility to update which fields are searchable for objects such as Contacts and Opportunities. This customization includes the use of regex search for specific fields, allowing for more precise search results.

  • Contacts and Opportunities: You can search up to 6 fields.
  • Minimum Characters: A minimum of 3 characters is required in the search box to execute a search.
  • Mandatory Fields:
    • Contacts: Contact Name, Phone Number, and Email Address are mandatory and cannot be removed.
    • Opportunities: Opportunity Name is mandatory and cannot be removed.

Global Application of Changes​

Once you update the searchable fields, the changes apply across the entire platform, affecting all relevant search functionalities. This includes:

  • Contacts:

    1. Contacts Search bar
    2. Global Search Bar
    3. Creating new messages in Conversations
    4. Creating new appointments in Calendars
    5. Creating and updating Tasks in Contacts
    6. Contacts and Additional Contacts fields in Opportunities

  • Modules:

    • Dashboard
    • Workflows
    • Forms
    • Surveys
    • Payments
    • Invoices
    • Documents & Contracts
    • SaaS
    • Affiliate Manager
    • Emails
    • Client Portal
    • Custom Objects

Regex search offers advanced search capabilities for more tailored results. However, please note that regex is not applicable to fields like contact names, phone numbers, monetary values, and similar fields.

  • Regex Examples:
    • *abc: Searches for records ending with "abc."
    • *abc*: Searches for records containing "abc."
    • abc*: Searches for records starting with "abc."

How to Update Your Searchable Fields​

  1. Navigate to Settings in your Subaccount.
  2. Select Custom Fields.
  3. Click on the kebab menu (three dots) in the top right and choose Edit searchable fields.
  4. Select the object for which you want to update the searchable fields.
  5. Choose the fields you wish to make searchable.
  6. Save and confirm your changes.

Your updates will now be reflected across all modules and users within your account, enhancing the search functionality throughout Stack.