CRM. Cannot search on custom fields?

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ONLYOFFICE cloud: Business
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Browser version: Google Chrome

Hi All

In the CRM module I created custom fields in order to maintain specific customer information as part of the CRM master data.

I would like to use the search funktion on the crm contacts app and search for users where the custom field “XYZ” has the value of “123” for an example.

I could not find a way to search for the value of specific fields in the search box.

Is there another solution or not?

Kind regards!

2

Hello @bungee

Could you please provide us with exact request scenario? I just checked out search by custom field data and it works (add new field > create new company > fill out custom field > search new company by data which was set). Please see my test.

If I misunderstood your request, please provide us with details.

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Hello!

I have questions about custom fields in CRM.

  1. Created custom fields for Person. How to display created fields in customer profile? At the moment they are only visible in the editing section of the client.
  2. How to set a customer’s birthday reminder? I created a custom field, but I don’t know how to set a birthday reminder reminder

I will be glad for your answers. Thank you

4

Hello @AlexMonitor
Sorry for the late reply.

  1. Created custom fields for Person. How to display created fields in customer profile? At the moment they are only visible in the editing section of the client.

I’m not sure that I understand this situation right. I have added custom field and it’s visible in a person’ profile:

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11048×453 24.4 KB

How to set a customer’s birthday reminder? I created a custom field, but I don’t know how to set a birthday reminder reminder

Do I understand it right that you want to add custom field (some sort of ‘Date’) to person profile and enable reminder for this date when it comes?