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. Note that this is a Global Search and for English. You can select the modules in which the search should be carried out.
To search records by information
- Select a [Module] from the Search drop-down list.
Module refers to the Leads, Contacts, Accounts, etc. tabs. Records only from the selected modules will be listed. - Enter the search criteria in the text box and press Enter.
The matching records will be listed.
- Select the Show my records only check box and click Search to view only your records.
- Click the Search Layout link to define the fields that should be available in the Search Results' page.
Note
- By default, you will be able to view all the records, provided the access to view the records is given to you by the administrator.
- It is mandatory to enter minimum two characters in the search text box.
- All fields are searched including Notes. Related items are basically records in another module. They not not searched as part of the related item.
For example, say you have a Lead 'Amy' and a task 'Meeting' associated to the lead. Using global search if you search 'meeting', it will be listed in the search results under Matching Tasks. If you select the Leads check box to search only in the Leads module, this task record will not be listed in the search results. - You can add more fields in the Search Results' page with the Search Layout option. See Also Customize Search Layout
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