Default Search Fields
The following table lists:
- Fields that the application includes in the search for a keyword search
- Fields that you can use to limit your search for a targeted search
For this record type
|
These fields are searched
|
Account
|
Account Name, Location
|
Contact
|
First Name, Last Name, Email
|
Lead
|
First Name, Last Name, Company, State (for USA)
|
Solution
|
Solution ID, Title
|
Campaign
|
Campaign Name, Source Code
|
Appointment
|
Subject
|
Task
|
Subject
|
Opportunity
|
Opportunity Name
|
Service Request
|
SR Number, Subject
|
Product
|
Product Name, Product Category, Part #, Status
|
User
|
First Name, Last Name, Email
|
Fund
|
Specific to High Tech Edition:
Name, Status
|
Fund Request
|
Specific to High Tech Edition:
Name, Status
|
Household
|
Specific to Financial Services Edition:
Household Name
|
Portfolio Account
|
Specific to Financial Services Edition:
Account Number
|
Dealer
|
Specific to Automotive Edition:
Name, Location
|
Vehicle
|
Specific to Automotive Edition:
Serial Number
|
MedEd Event
|
Specific to Life Sciences Edition:
Name, Location
|
|