How to customize the search layout?
To customize search layout, follow these steps:
- Log in to Zoho CRM with Administrator privileges.
- Enter your search keyword on the global search text box and hit Enter. The search results will be displayed from matching CRM modules as individual sections.
- To customize the columns in these sections, click the drop-down arrow at the far right corner of the required section.
- Select the columns that you want to be displayed. You can select a maximum of ten columns per section. You can also reorder the columns.
- Click Save.
Note:
- You can filter search results by selecting the specific modules that CRM should search in.
- To filter search results, click the dropdown arrow near the Search icon.
- Select the modules from which the search results should be displayed and click Search.
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