Adding fields to advanced search criteria

Article • 5/21/2026 • 1 min read

To add standard fields to the search criteria,

  1. Click the Select Fields icon on the right of the Search Box.
  2. Select additional standard fields by toggling on the Visible check box.
  3. Click OK.

To add non-default record fields,

  1. Click the Select Fields icon on the right of the Search Box.
  2. Click the Plus icon on the Field Picker drawer.
  3. Toggle on the check box to select fields. Click Save icon.
  4. These fields will only display if there is a check mark in the Visible column.
  5. Click Ok to apply the change.