I have a customer who wants to be able to search the contact module in the list view by Account Name.
I understand that they can use the filter to find what they need but I was wondering if this would work? I've tried it in a demo account but I think I'm missing something.
Because Account Name is a relate field in the contact module its not full text searchable.
Create a new field with a calculated value using this formula: related($accounts,"name")
Full text searchable
Reportable
Boost value above 1
Then I added this field to the list view and record view layouts.
It's not working. Am I missing something?