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

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

Yes

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

No

Yes

Custom Activity Type

Yes

No

 

Still have questions?

Still have questions? Ask in our Community, and get answers from our Customer Success Team as well as fellow users.

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