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Avalara Help Center

Can I search custom fields?

Overview

I want to search my customers based on the values in my custom fields.

Environment

Avalara CertCapture

Resolution

  • On a customer search, you can use the advanced search in the upper right of the search area. 

    • Using this you will see your custom fields appear in the search. 
    • You do have to be in the company that has the custom fields enabled.