Online Help > User Manual > Search Records

Search Records

Tags:  

The dark highlight indicates the modules with all the mentioned Search option.

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 records by Alphabets
  • Search records by Information
  • Search records by Criteria

Search Records by Alphabets

This option enables you to search records within a module by clicking the alphabet links displayed on top. This would directly take you to the matching records that starts with the selected alphabet.

To search records by alphabets

  1. Click the [Module] Tab.
  2. In the [Module] home page, click the Alphabet from the list. The page displays the list of matching records that start with the selected alphabet.

Search Records by Information

This option enables you to search specific record(s) from all modules or from a particular module by entering the information in the search box.

To search records by information

  1. Select [Module] from the Search drop-down list.
  2. Enter the search criteria in the text box below the drop down list, and then click Go
Note:
  • By default, you will be able to view all the records, provided the access to view the records is given to you by your administrator. Select the Show my records only check box to view only your records.
  • By default, 'All' is selected from the Search drop down list. When a specific module is not selected, the information is searched in all modules.
  • It is mandatory to enter minimum two characters in the search text box.

 

Search Records by Criteria

This option enables you to search records based on the selected search criteria. 

To search records by criteria

  1. Click the  [Module] Tab.
  2. In the  [Module] home page, select any one search criteria from the drop-down list and enter the corresponding information in the text box.
  3.  Click Go.
Note:
  • The search criteria in the drop down list will vary based on the module that you select. 

Customize Search Layout

Edition
Enterprise
Professional
Free
Availability
YES
YES
NO

The search layout can be customized by modifying  the fields available in search criteria. Refer : Customize Search Layout

The following table provides the default search criteria in each module:

Module

Search Criteria

 

Module

Search Criteria

Leads

  • Full Name
  • Company
  • Email
  • Lead Source
  • Phone

Products

  • Product Name
  • Product Code

Accounts

  • Account Name
  • Phone
  • Website

Activities
(Tasks and Events)

  • Subject

Contacts

  • Full Name
  • Email
  • Phone
  • Mobile

Solutions

  • Solution Title
  • Solution Number

Potentials

  • Potential Name
  • Amount
  • Stage

Price Books

  • Price Book Name

Campaigns

  • Campaign Name
  • Status
  • Type

Purchase Orders

  • Subject

Forecasts

  • Forecast Name

Quotes

  • Subject

Invoices

  • Subject

Vendors

  • Vendor Name
  • Phone
  • Email

Cases

  • Subject
  • Product Name
  • Case Reason
  • Email

Sales Orders

  • Subject




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