Filtering vs. searching

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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

 

Still have questions?

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