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