Curo365 has a fantastic Global Search engine, and you can usually find what you need by putting in the Matter Name or the Matter Number right into the Search Bar. If you’re not familiar with the Global Search, here’s a Guide!

But by default, not every Field (in fact, not many Fields) are searchable. This is to cut down on the time it takes to scan your Records and return what you need. But what if you wanted to search by Zip Code of the Address or Area Code of the Contact Phone Number? Again, by default, these Fields are not being looked at by the Global Search. This Guide will show you how to enable a single, specific Field to be searchable in the Global Search across your entire Curo Platform, including in the Outlook Email Plugin and the Mobile versions.

*NOTE* - Though you CAN, it is highly recommended that you DO NOT make every Field searchable, as it exponentially increases the amount of time ANY Search takes based on how many Fields through which it has to Search.

First, we need to access our Fields. Begin by going to the Cog on the top right of your screen, clicking it, and choosing Advanced Settings.

Next, click the Dropdown for Settings, and choose Customizations.

Finally, click Customize the System, and a new Window will open.

From here, you’ll need to find the Entity in which your Field resides. For our example, we’ll enable the Zip Code, and that field resides in the Contact Entity. First, expand the Entities Menu on the left.

Then scroll down until you find Contacts, expand it, and click Views.

Click the Type Column a couple of times to get it to organize by reverse alphabetical order and find the Quick Find View. Double-click this to open it.

Here, we’ll add a new Find Column, so click that now.

Scroll through and find the Field that you’re wanting to add to the Search, put a Check in it and click OK.

Once completed, click Save and Close.

And lastly, click Publish All Customizations on the top left of the window.

Now that we've added our new Searchable Field, we want the system to learn to incorporate that new Field into its searches. To do that, we'll need to turn off and then back on the option for Relevance Search. We already have a separate Guide for enabling Relevance Search, but I'll show it to you here quickly.

First, still in the Advanced Settings screen, click the Dropdown and choose Administration.

Then click System Settings.

And scroll down until you find Relevance Search. Here, you'll want to uncheck the box, click OK at the bottom of the screen, allow the box to close, and then reopen it, recheck it and click OK once more.

Once completed, you'll want to give the system 30-60 minutes to rebuild the Index (or to acquire the information it needs on all the Fields through which it can now search). After some time has passed, let's move on to our last step!

Let’s see our work in action! Back in Dynamics, click the Search option on the top right OR (depending on what you see, type in the Search Bar at the top of your screen.

-OR-

Here, put in something that your new Searchable Fields would contain. In our case, we’ll try a Zip Code – 77777. Type it in and then click Show More Results.

*NOTE* - You may not have a Relevance Search option or this Search Bar where I have mine. In that event, it means that your Relevance Search has yet to be enabled. Follow this Guide here to enable Relevance Search.

And check it out! The System tells us that one Record meets the Criteria – including the number 77777 – and that that Record is a Contact!

Use your newfound ability to Make Specific Fields Searchable to increase your productivity and quickly find Records with commonly searched data!