How can I search for records/information within Zoho CRM?
There are different search options available in Zoho CRM. They are:
- Search for records by Alphabets - Filters out records within a module by clicking the alphabet links on the top right corner in a module. This would take you directly to the matching records that start with the selected alphabet.
- Search for records by Information - Filters out 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 in English. You can select those modules where the search should be carried out.
- Search for records by Criteria using Advanced Filters - Filters out records based on the search criteria. You can either specify your own search criteria or select a search criteria.
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