Default Properties Displayed in the Search Tab

Talisma enables you to locate Object items quickly by using the Search tab in the Left pane of any Workspace. You can locate Object items based on the Properties that are displayed as search fields in the Search tab. By default, the Search tab lists predefined Properties. You can specify Property values in the fields or save the search conditions as Filters to search for specific Object items.

The following table lists the default Properties that will be displayed in the Search tab for predefined and custom Objects:

Object Name	Default Properties
Account	• Account Name • E-mail • Account Owner • Account Category • Date Created • City/State/Country
Campaign	• Campaign Name • Campaign Category • Owner • Team • Date Created
Contact	• Name • E-mail • Company • Owner • Contact Category • Created
Event	• Event name • Owner • Created On • Category
Participant	• Participant name • Owner • Created On
Application	• Name • Owner • Team • Created On • Last Updated • Category
Interaction	• Subject • Interaction text • Last contact message • Assigned to • Interaction Category • Team
Link	• Name • Owner • Created On • Category
Opportunity	• Opportunity Name • Account Name • Open Date • Pipeline • Stage • Owner
Order	• Order Name • Account Name • Revenue • Date Created • Order Category • Product Name
Print Template	• Name • Owner • Created On • Last Updated • Category
Target	• Target Name • E-mail • Step in Currently • Date Of Creation • Target status • Campaign in currently
Global Custom Object	• Name • Owner • Created On • Last Updated
Team Level Custom Object	• Name • Owner • Team • Created On • Last Updated
Shared Custom Object	• Name • Owner • Created On • Last Updated

Note

The Category Property is displayed as a default Property for Global, Team, and Shared custom Objects if the Categories Support option is set to Yes for the relevant Object in Talisma Business Administrator.