This feature allows Administrators and App admins to specify the fields that should be searchable within each App to ensure the best search results for your business.
User Permissions: Only Administrators and App Admins can use this feature.
This tutorial will cover the following topics:
Navigate to App Configuration
Open your menu and click on Admin Settings. Then go to App Setup and click on the name of the app. Then make sure you are under 'App Configuration'. The Search Preferences are located at the bottom of the page.
By default, all existing apps will have a set of fields already selected in the Search Preferences field.
To add fields, just click on the field and the available fields will be displayed, select the one you would like to include in the search function, and continue this process unless you have all the fields you require.
To delete a field from the search function simply click on the 'X' available right on the right-hand side of the field name.
Once you are done, click the 'Save' button.