2025-Q2: [CRM] Custom Field Setting: Search Result

A new option is added for custom fields. It is now possible to select which custom field to display in the customer list on the customer search page screen. 

To make use of this feature:

    1. Hover on Settings tab to select Custom Fields from the dropdown list

    2. Find the custom field to display in the search list to change the Search Result option from Default to Show on all results.

    3. Select Update to save the change

  3. On the customer  page the custom field will be visible in the search results, if it is populated.

Useful link/s: 

https://sites.google.com/a/azotel.com/wiki/2024-1q-crm-search-mode-for-custom-fields

https://sites.google.com/a/azotel.com/wiki/2024-3q-eup-custom-fields-and-notifications

https://sites.google.com/a/azotel.com/wiki/2024-3q-crm-eup-ability-to-display-and-edit-custom-fields-on-eup

Published Date: 5 june 2025

Engineer: AP

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