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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