Search Layout

Search Layout

The Search Layout helps you customize the field values that you want to view in search results. For example, when you search leads by name, you may want to view the values from the email, phone, lead type and lead source fields. You can select just these in the Search Layout. A maximum of 6 fields can be selected.

Availability

Profile Permission Required: Users with the Administrator profile can access this feature.

To customize search layout

  1. Log in to CRM with Administrator privileges.
  2. Click Setup > Customization > Search Layout.
  3. In the Search Layout page, select the module from the Modules List and click Edit. 
  4. In the Fields List section, select the check box(es) of the fields that you want to view in the Search Results' page.
  5. Click Save.

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