Enable Searching Contacts and Companies by Custom Field Values Without Field Alias Prefix

Ideas and Feature Requests
1

Problem Statement:

Currently, Mautic’s search functionality only allows users to search for contacts or companies directly based on the values saved in custom fields, specifying the field alias and a colon (e.g., client_id:my-client-id).

User Story

As a user,

I want to search for contacts and companies directly using the value saved in custom fields without needing to prefix the field alias and colon,

So that I can quickly locate specific records with a straightforward search query.

I think these groups of people would benefit from this idea:

Mautic User and admin

Why I think they would benefit from this idea:

  • Enhanced Usability and User Experience

Are you willing to work on this idea?:

Yes, I can take the initiative.

Proposed Solutions

  1. New Configuration for Custom Fields:
    Add a “Searchable in Search” toggle in the custom field setup UI.

    Custom Field searchable
    Custom Field searchable227×250 9.55 KB

  2. Update Search Query Logic
    Modify \Mautic\LeadBundle\Entity\LeadRepository::addCatchAllWhereClause and \Mautic\LeadBundle\Entity\CompanyRepository::addCatchAllWhereClause to include aliases for custom fields marked as searchable dynamically.

3

Searchable in search isn’t great use of grammar, I’d probably use ‘Available in search’ instead?

1 Like
4

Here is the supporting PR: Enabling Searching Contacts and Companies by Custom Field Values Without Field Alias Prefix by shinde-rahul · Pull Request #14393 · mautic/mautic · GitHub

1 Like