Client portal

How can I search custom fields?

 June 20, 2014     0 Comments

By default, the live search does not find entries from any custom fields; however, you can still search custom fields: 

  1. Find the search box at the top right. 

  2. Click the Gear Icon, and you will notice the options.

  3. Click "--with--" and you may select whether you want to search in a client's custom profile field or a custom field for a product. 

  4. Pick your option. 

  5. Insert the word or phrase to search in the "And matching" field. 

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