Create a Custom Entity Field to Add a Search Tag in the Customer Record

 

Solution:

User can create a custom entity field as "search tags" using a Free Form Text Type field.  User will enter all possible tags for each customer in this field in the customer record.  A customer saved search can then be created to show the list of customers based on the search tags.

Below are the steps on how to create a custom entity field and a simple customer saved search:

A. Create Custom Entity Field for Customer Tags:

  1. Navigate to Customization > Lists, Records, & Fields > Entity Fields > New

  2. Enter preferred name for the tag in the LABEL field.

  3. Make sure to choose TYPE = Free-Form Text

  4. Check the boxes for STORE VALUE, SHOW IN LIST and GLOBAL SEARCH

  5. Under Applies To tab > check the box for the records where this tag field should be shown. For this example we choose CUSTOMER.

  6. Under Display tab > Subtab field = Main

  7. Under Validation & Defaulting tab > check MANDATORY box to make the field required during customer record creation or edit.  (Optional)

  8. Save.

  9. Check the customer records and add keywords in the newly created custom Search Tag field and save the changes in the customer records.

B. Create a Customer Saved Search:

  1. Navigate to Reports > Saved Searches > All Saved Searches > New

  2. Choose Customer as the Search Type

  3. Enter preferred SEARCH TITLE.

  4. Under Criteria tab > Standard subtab > add the field Inactive and choose NO in the popup. This will not include the inactive customers (Optional)

  5. Under Results tab > Columns subtab > add necessary fields to be seen in the results.  Don't forget to add the custom Search Tag field

  6. Under Available Filters tab > Choose the Search tag custom entity field and add it in the row.

•      Make sure the Show in Footer box is also checked
•      In the field Default Text Field Filter, choose in the dropdown "Contains"

  7. Save & Run the search and check the result.  The custom entity field for the Search Tag can be seen in the lower left portion of the result.  Enter one sample tag here and press Tab key in the keyboard to refresh the list of customers using the tag.