Add From CRM – Custom Results Display & Custom Filter

The Add From CRM – Custom Results Display & Custom Filter Fields feature enhances the Add From CRM experience by allowing administrators to configure custom filter fields and control how CRM search results are displayed when users add records from connected CRM systems. This capability improves data relevance, usability, and consistency when searching and selecting CRM records from within the platform. What’s New Introduction of an Admin configuration screen for Add From CRM field mappings Support for custom filter fields tied directly to CRM data types Configurable results display columns in the Add From CRM modal Improved validation to ensure CRM field compatibility Consistent behavior across Salesforce and Microsoft Dynamics

Functional Summary

The feature allows administrators to:

Define which CRM fields appear as filters in Add From CRM
Control how CRM records are displayed in search results
Ensure filters align correctly with CRM field types
Provide end users with a more targeted and reliable CRM search experience

End users benefit from:

Faster searches
Cleaner, more relevant results
Reduced errors during CRM record selection

Key Capabilities

Capability	Description
Custom Filter Fields	Admins can define filters based on mapped CRM fields
Custom Results Display	Control which CRM fields appear as result columns
CRM Field Validation	Enforced matching between filter type and CRM data type
Multi-CRM Support	Works with Salesforce and Microsoft Dynamics
Admin-Only Configuration	End users cannot modify filter logic

Configuration & Administration

Access Requirements

Admin privileges required
Active CRM integration (Salesforce or MS Dynamics)

Step-by-Step: How to Configure Custom Filters

Navigate to CRM Request Configuration
Select a CRM entity:
- Account
- Contact
- Opportunity
Select The CRM Instance
Open the Filters tab
Review available CRM fields (read-only list)
For each field:
- Enable Visible if it should appear as a filter
- Select the appropriate Filter Type
Save the configuration

Screenshot: Filter Configuration UI

Add From CRM – Custom Results Display

Admins can configure which CRM fields appear in the search results grid when users perform an Add From CRM action.

Supported Behavior

Display fields are read-only
Order of columns follows admin configuration
Display fields do not affect filtering logic
Visibility can be decided if that field must appear in columns

Screenshot:

Custom Filter Fields – Behavior & Validation

Administrators can control how CRM records appear in the Add From CRM search modal.

Configuration

Managed from the Table tab in CRM Request Configuration
Fields are shown as columns only when Visible = ON
Column order follows the configured Order value
Filters are applied using AND logic
Multiple filters can be applied simultaneously
Search triggers only after a minimum of 3 characters
Clearing filters resets results

Results Display Behavior

Read-only grid
Entity-specific layouts
Column headers match configured Field Name
Order updates immediately after saving

CRITICAL WARNING – CRM FIELD TYPE MATCHING (READ CAREFULLY)

Salesforce CRM – Mandatory Validation

When integrating with Salesforce CRM:

The filter type configured in Add From CRM must exactly match the underlying Salesforce field’s data type.

If a filter is configured with a mismatched type, the system will throw an error and CRM search results will fail to load.

This validation is strictly enforced for Salesforce integrations.

Microsoft Dynamics CRM – Informational Only

For Microsoft Dynamics CRM:

The Add From CRM search continues to function even if filter types do not strictly match the Dynamics field type.

No runtime error is thrown due to filter type mismatch.

However, it is still recommended to align filter types correctly for consistency and best results.

Supported Filter Type ↔ CRM Field Type Mapping

Administrators must ensure that filter types are configured according to the CRM field’s data category, especially for Salesforce.

Filter Type	Supported CRM Field Type
ID	ID fields
ID – Multi Select	ID fields
Date	Date fields
Number	Number fields
Number – Multi Select	Number fields
Dropdown	Picklist fields
Multi Select	Picklist fields
Multi Value Select	Picklist fields

⚠️ Salesforce Only:
If a filter type outside of the supported mapping above is applied to a Salesforce field, the Add From CRM results will fail to load.

Best Practice Recommendation

Always verify the CRM field data type before configuring filters.
Revalidate filter configuration after:
- CRM schema changes
- Field type updates
- New custom fields added in Salesforce

CRM Integration Details

Salesforce

Supports standard and custom fields
Honors Salesforce field data types
Picklist filters rely on Salesforce picklist values
Field type mismatches result in runtime errors

Microsoft Dynamics

Supports mapped Dynamics entity fields
Data type enforcement is strict
Option Sets must be configured as matching filter types
Misconfigured filters prevent search execution

Important Considerations & Limitations

Filters are admin-configured only
No automatic data type conversion is performed
CRM schema changes may require reconfiguration
Feature availability depends on CRM permissions
Filters and display fields are entity-specific
Results display fields cannot be used as filters unless explicitly configured

FAQs

Q: Can end users modify filters?
No. Filters are defined by administrators/Bes Admins only.

Q: What happens if a CRM field type changes?
The filter must be updated manually to match the new type.

Q: Are filters shared across CRM objects?
No. Each entity (Account, Contact, Opportunity) is configured separately.