How can I search for records/information within Zoho CRM?
There are different search options available in Zoho CRM. They are:
- Search for records by Alphabets - Filters out records within a module by clicking the alphabet links on the top right corner in a module. This would take you directly to the matching records that start with the selected alphabet.
- Search for records by Information - Filters out specific record(s) from all modules or from a particular module by entering the information in the search box. Note that this is a Global Search and in English. You can select those modules where the search should be carried out.
- Search for records by Criteria using Advanced Filters - Filters out records based on the search criteria. You can either specify your own search criteria or select a search criteria.
Related Articles
Search Records
The search option helps locating specific information or specific records without having to go through the entire list of records, thus saving time in finding records. The different search options available in Zoho CRM are: Search by Alphabets Search ...Search Records
The search option helps locating specific information or specific records without having to go through the entire list of records, thus saving time in finding records. The different search options available in Zoho CRM are: Search by Alphabets Search ...Common Operations with records
Record Navigation Navigation primarily means the process of moving back and forth within the records. In Zoho CRM, navigation allows easy movement between the records; it provides options to choose the number of records to be displayed in one page ...Common Operations with records
Record Navigation Navigation primarily means the process of moving back and forth within the records. In Zoho CRM, navigation allows easy movement between the records; it provides options to choose the number of records to be displayed in one page ...Zoho CRM for Gmail & Inbox
Chrome Extension for Gmail enables you to communicate with your Zoho CRM account right inside your Gmail account. You can add new leads or contacts to your CRM Account and also add notes to your records from within Gmail. Installing the Extension To ...