Customizing Fields in GEOsearch

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GEOsearch can be customized in many ways, including the fields that are displayed in the Results Panel.

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1. To customize the Results Panel, you will need the Field Name information.

To locate the Field Name, go to Setup > Object Manager and select either Property, Space/Units, Comps, or Deal Pipeline.  We will use the Property object in this example.  

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2. Go to Fields & Relationships on the left.  Copy the Field Name associated with the field(s) you want to display in GEOsearch.

3. Next, navigate to Setup > Custom Settings.

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4. Select Manage next to BrowserDisplayFields

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5. Click Edit next to the Search Type you want to customize. For this example, we are using Property.

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6. This next step you will need the Field Name you copied in step 2.

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Paste the Field Name in two areas:

  • Card List 1
    • You will add Field Name after the last option, be sure to add a comma between Field Name.
    • For example, using Field Name- TTL_Core__of_Bathrooms__c.  
      • City__c,
      • State__c,
      • Property_Class__c,
      • Year_Built_Str__c,
      • Gross_SF__c,
      • TTL_Core__of_Bathrooms__c
  • Marker Fields
    • You will add Field Name after the last option, be sure to add a comma between Field Name.
      • TTL_Core__City__c,TTL_Core__State__c,TTL_Core__Property_Class__c,TTL_Core__Year_Built_Str__c,TTL_Core__Gross_SF__c,TTL_Core__Market__c,TTL_Core__of_Bathrooms__c

 

Once the changes have been made, click Save.

 

Please reach out to Product Support (rethinkcrm@buildout.com) if you have any questions about How to Customize Display Fields in GEOsearch. 

 

 

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