This article explains how to set up Advanced Search capabilities and Tagging for fields captured in Common Fields on a Contact.
Advanced Search
How to make fields searchable in Advanced Search:
Go to Form Builder (Forms on left side menu)
Click on Contact
Select Customize on Common Fields
Expand the field settings for the Field(s) that you'd like to make searchable
Toggle on Advanced Search and save the form
How to use the Advanced Search in Contacts Grid
Click on Advanced Search (next to Jump to Contacts) or by clicking Contacts from the left-side menu
In the filters on the right-side, you will see the standard searchable fields and also any custom fields that you have set for Advanced Search.
Please note that Advanced Search can only be set for Common Fields and is available for the following field types:
Date
Single Line Text
Phone Number
Email
Single Select
Multi-Select
If you would like to search for fields that are not in Common Fields, you can use Data Aggregation to aggregate a field from Contact Subtypes or Activity/Assessment forms into the Common Fields to make it searchable. If you have questions about Data Aggregation, please reach out to a member of our Support Team for assistance in turning on the Data Aggregation feataure
How to set up Tagging
You are able to set multi-select fields on Common Fields and Contact Subtype Fields for Tagging. When a multi-select field is set for Tagging, a tag will display on the Contact's right-side bar to allow you to quickly identify the tag.
Example: you want to quickly identify if a client is approved for a specific service. You would create a multi-select field in the Common Fields or Contact Subtype and set that field for Tagging. Once that field is filled in for a contact, it will display prominently in the right-side bar.
Where to set Tagging on a multi-select field:
This is how a Tag will show on a Contact:
