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We love feedback from you on our products and the problems in your daily work that you would like us to solve. Please describe the challenge you're encountering and your desired outcome. Be as detailed as possible.

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Status explanation: 'Future Consideration' = Continuing to collect further feedback, not planned at this time. 'Investigating' = Prioritized for deeper customer and feasibility investigations ahead of planning development.

Status Already exists
Categories Catalogs
Created by Guest
Created on Jan 16, 2024

Extended search of Organizations and Contacts to show and search custom fields

Allow customization to the search of Organizations and Contacts under Commerce/Customers so that you can see and search on custom fields, i.e. Organization/Contact unique ID from the ERP or CRM.

  • Optimizely
    Tom Bramley
    Jan 25, 2024

    Hi Sara, thanks for reaching out. If understanding your request correctly, we're pleased to say this capability was released in version 14.15.6. To add custom fields, this can be done in Settings > Meta Class > select Field name you would like to edit > click the 'Fields' tab > then click Create New. You will then see this field showing in the column selection panel and can toggle this on/off to search within the table. Screenshots attached as a guide, labeled in order