How Customers Can Perform Field Specific Searching In the Customer Service Portal

Customers can now perform searches based on specific fields in the Customer Service Portal!

If your customers have a lot of tickets, they may need to use the search bar to quickly find the ones they're looking for. You can allow them to search for tickets according to specific fields (Ticket ID, Priority, Etc.) with just a few clicks!

1. Start by logging into the hapily portal here.

2. In the left sidebar, click Customer Service Portal > General Portal Settings.

HubSpot dynamic ticket searches in the customer portal

3. Scroll down to the Allow Contacts General Or Field Specific Searching and turn the feature on.

HubSpot How to let customers use field specific searching in the customer portal

4. Scroll back to the top of the page and click Update Portal Settings.

HubSpot field specific ticket searching in the customer portal

And that's all there is to it! Now your customers can perform much more dynamic searches in your customer portal:

How to perform field specific ticket searches in the customer service portal in HubSpot

Still have questions? Email us at!