CRM Search for a Record

CRM Search for a Record

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    • Search Records

      Using the Search feature, you can locate specific information or specific records without having to go through the entire list of records. From the list of matching records, if any record is online (retrieved from the server) and not locally stored ...
    • Search Records

      Using the Search feature, you can locate specific information or specific records without having to go through the entire list of records. From the list of matching records, if any record is online (retrieved from the server) and not locally stored ...
    • Search Records

      Using the Search feature, you can locate specific information or specific records without having to go through the entire list of records. To search records Go to any module. Enter the text in the box to search. Tap Search. 
    • Search Layout

      The Search Layout helps you customize the field values that you want to view in search results. For example, when you search leads by name, you may want to view the values from the email, phone, lead type and lead source fields. You can select just ...
    • Search Records by Criteria

      This option enables you to search records based on the a search criteria. You can search records by criteria in two ways. By specifying your own search criteria By selecting the defined search criteria To search records by criteria Click the ...