The default search bar finds contacts by name, email, or phone number. But sometimes you need to search through custom fields.
In OnePageCRM, Custom Search lets you search your database by almost any field—including custom fields you've created yourself.
About this feature
- Search your CRM by job title, city, address, deal name, or any custom field.
- Create and save Custom Searches for repeated use.
- Available to all users in your CRM account.
- Choose between broad ("Contains") or exact ("Is") matching.
When to use Custom Search
Click the search bar and select + Add Custom Search.
Give it a name, choose the field to search by, and pick the criteria.
Once saved, the Custom Search appears in the search bar drop-down for everyone who has access to your CRM.
1. Location-based prospecting
If you're planning a visit to a specific city or region, you need a quick way to see which contacts are based there.
Create a Custom Search on the Zip field.
Next time you're organizing a location-specific campaign, run the search, and you'll see every contact in that area.
2. Segmenting by role
Not every contact in your CRM is a decision-maker. Some are gatekeepers. Others are influencers. And some are minor stakeholders.
Creating a Custom Search for Job Titles helps you find all the decision-makers in your database quickly.
That's especially useful when you're running targeted outreach and need to filter by seniority.
3. Custom fields data
You might have a bunch of custom fields set up. For example, a deal type, a contract ID, or a referral source.
With Custom Search, you can search by those fields too.
For example, if you run a consultancy, find all contacts with the deal type field containing "Website Migration".