Configure the Global Search Layout

Sales representatives can use the global search feature directly from any page in the app to locate any type of record quickly and easily. You can configure which fields appear in the global search results page, so that your sales representatives view the most important information for their specific business needs.

See the Configure the App Using the Configuration Tool topic for instructions about how to create a new page layout. Note these additional points about the Global Search layout:

• You can change the fields, add up to six fields, and remove fields using the steps in the Configure the App Using the Configuration Tool topic.

• You can't assign criteria, such as user roles or geographical regions, for Global Search page layouts.

After making updates to your page layout, make sure that you click Save in the configuration tool page, and test and publish your new page layout. See the Test Your Configurations topic for details about how to check your mobile configurations.