Searching several tables with one filter

[ZevToledano]

Note that this trick is only possible if you are searching in the Name field of all tables, otherwise you would need one filter per field that you are searching in.

1. Create a dashboard with one list per table
2. In each list add a "Name Keyword" filter.
3. Set this filter to be a dynamic filter
4. When saving the dashboard, answer Yes when it asks whether to group filters together.

Now you only have to enter one filter value when opening the dashboard to search in any number of tables. Don't forget that a dashboard can be added to the toolbar or as a data form tab.

Note that this can also work with Link Group filters if all of the tables are linked to the same base table via custom links. For example, you can use the filter 'Creator' or 'Owner' on all of the tables and enter only one filter value for all tables when you open the dashboard.

Alternatively, for a quicker but more limited version of this functionality, you can use the Quick Search feature to search Contacts, Customers and Leads for any name.

[Beni]

There is another way of doing that, by creating a custum function filter that merges all the fields (must be text fields) into one text. this way when you type the text to the filter, it checks if this merged text contains the string and it brings all the items that contain this text.

This trick is grate also for searching several fields in the same table (like 2 email fields) and you want to search in all of them at once.