Filtering vs. searching

Filtering vs. searching

Success at Copper avatar
Written by Success at Copper
Updated over a week ago
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Searching and filtering in Copper may seem like similar actions. Both allow you to narrow down a list of records. But there are differences in the use case and functionality, which we'll explore in this article.

The difference between search and filters

Filters let you create a list of records that meet a common value. Search lets you find a single record based on a particular value.

What default fields are searchable vs. filterable

Field

Filterable?

Searchable?

Name

Yes

Yes

Address fields

Yes

Yes

Company name

Yes

Yes

Details/description

Yes

Yes

Email addresses

Yes

Yes

Phone numbers

Yes

Yes

Social urls

Yes

No

Tags

Yes

Yes

Title

Yes

Yes

Website url

Yes

No

Email domain

No

Yes

Status

Yes

No

Source

Yes

No

Task name

Yes

Yes

Default Activity Type

Yes

No

What custom fields are searchable vs. filterable

Type

Filterable?

Searchable?

Text Field

Yes

Yes

Text Area

Yes

Yes

Dropdown

Yes

Yes

Date

Yes

No

Checkbox

Yes

No

Number Field

Yes

No

URL

Yes

No

Percentage

Yes

No

Currency

Yes

No

Multi-Select Dropdown

Yes

Yes

Tags

Yes

Yes

Description or Text Area

Yes

Yes

Custom Activity Type

Yes

No

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