Search Records

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:

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.
   

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. 

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.
   

• The search criteria in the drop down list will vary based on the module that you select. 

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