Editing Search Layouts

Search Layouts enable you to edit the fields that appear in the search lists after using the search bar. At times it may be useful to be able add or remove that you find help you better identify what exactly you are looking for.

To add or remove fields from the different page layouts:

  1. Companies, Contacts or Activities: Go to Setup/ Customize/ Select the object of choice/ Search Layouts
  2. Requests, Offers, Closings, Listings, Properties: Go to Setup/ Create/ Objects/ Select the object of choice/ Search Layouts

Within this page you will be able to edit the different search layouts that are available for that particular object. Click edit next to the layout of your choice and add/remove fields using the the available arrow keys. Finally click Save.

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