Omitting Custom Fields from Global and Custom Search

Custom fields can be excluded from TeamConnect global search and custom search if desired. Omission of custom fields may be helpful for administrators seeking to clarify search results or utilize some custom fields as hidden fields.

1. Click Setup from the upper-right corner of TeamConnect.

2. From the Go to... dropdown menu, select Object Definition.

3. Select the desired object.

4. Click the Custom Fields link to view the custom fields associated with the object.

5. Click the check-box next to the field you would like to omit from search and select Edit.

6. Change the dropdown menus for Exclude from Custom Search and Exclude from Global Search to No.

7. Save and close. Note: Users must re-index the record type after these steps for the changes to be reflected in global search.