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 |