Finding the right field inside your CRM should feel quick and simple, especially when you are setting up automations that keep your business organized. This update makes field search easier by showing the closest match first, so you can spend less time hunting through long lists and more time keeping your customer follow-up on track.

📌 Why This Matters

If you use workflow filters to organize contacts, track updates, or trigger follow-up actions, choosing the right field matters. Long dropdown lists can slow you down and make setup frustrating. With better search ranking in the field dropdown, the most relevant result appears at the top, helping you make changes faster and with more confidence.

✨ What’s New

• Smarter field search: When you type in the Field dropdown, the closest matching field now appears first, whether it is a standard field or a custom field.
• Cleaner search view: All matching fields still appear together in one search results list while you search, making it easier to compare options.
• Familiar dropdown layout: Once you clear your search, the dropdown returns to the usual Standard Fields and Custom Fields sections.
• Available across workflow builder: This improved field dropdown works anywhere this field selector appears in workflow filters.

🛠️ How to Use It

1. Step 1: Open a workflow trigger filter in your CRM.
2. Step 2: Click into the Field dropdown and type the field name you want to find.
3. Step 3: Review the search results and choose the best match shown at the top.
4. Step 4: If needed, clear the search to go back to the full Standard Fields and Custom Fields sections.

💡 Pro Tip

Use this quicker field search when building follow-up automations so your team can set up customer journeys faster and respond to leads without losing sales opportunities.