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 |
No |
Yes |
|
First Name |
No |
Yes |
|
Middle Name |
No |
Yes |
|
Last Name |
No |
Yes |
|
All address fields |
Yes (and 'City,' 'State' and 'Zip' fields can be filtered for the absence of a value). |
Yes |
|
Company name |
Yes |
Yes |
|
Details/description |
No |
Yes |
|
Email addresses |
No |
Yes |
|
Phone numbers |
No |
Yes |
|
Social urls |
No |
No |
|
Tags |
Yes (and you can filter for the absence of a tag). |
Yes |
|
Title |
No |
Yes |
|
Website url |
No |
No |
|
Email domain |
No |
Yes |
|
Status |
Yes |
No |
|
Source |
Yes |
No |
|
Task name |
No |
Yes |
|
Default Activity Type |
Yes |
No |
What custom fields are searchable vs. filterable
|
Type |
Filterable? |
Searchable? |
|
Text Field |
No |
Yes |
|
Text Area |
No |
Yes |
|
Dropdown |
Yes (and you can filter for the absence of a value) |
Yes |
|
Date |
Yes |
No |
|
Checkbox |
Yes |
No |
|
Number Field |
Yes |
No |
|
URL |
No |
No |
|
Percentage |
Yes |
No |
|
Currency |
Yes |
No |
|
Multi-Select Dropdown |
Yes (and you can filter for the absence of a value) |
Yes |
|
Tags |
Yes (and you can filter for the absence of a value) |
Yes |
|
Description or Text Area |
No |
Yes |
|
Custom Activity Type |
Yes |
No |
Still have questions?
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