Saturday, April 27, 2019

Show Address as Footer Filter in Customer Saved Search

The Address field can be shown as an available filter of a Customer Saved Search by taking the following steps:

Criteria Tab > Standard Subtab:

  1. Add Formula (Text) filter
  2. Enter {address} in formula
  3. Set formula to contain any value (i.e. contains 1 or spaces)

Available Filters Tab:

  1. Add Formula (Text) as a filter
  2. Set Show in Footer = True
  3. Add a Label such as "Address"

You should now have Address field as a Filter for the saved search results. Searching any value from the address by just typing some keywords such as city, state and postal code will populate results according to those values.

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