Multi entities and attributes search

Category: General
Under Review
Ideas Administrator

Thanks for your feedback, Gary. We'd love to help but we might need some more details to understand your suggestion better.

The platform offers a number of search capabilities. It sounds like what you're looking for might be addressed but Categorized or Relevance Search (these are sometimes also called Multi-Entity Search).

Here's a Docs page that talks about Relevance Search:


Here are a few links in our community that have discussed the same topic but with a few more screenshots to provide more context:

Is this the capability you're seeking? If not, can you please help us by sharing a few more details?

  • What is the scenario you're trying to enable?
  • Who are the personas that would be using the functionality you're looking for?
  • Is it specific to a Field Service use-case?



Core Field Service PM, Jason Cohen




we need to identify the customers equipment during case management. Call agent would like to identify equipment based on caller, location and system type

Category: General


Great help for call agent to identify customer / system / contract in call taking.

Category: General