Critical Need for Global Search in Zoho FSM

Critical Need for Global Search in Zoho FSM

Hello Zoho FSM Team,

We are currently in the process of deciding whether to fully transition to Zoho FSM for managing our field service operations. At present, our team actively uses Zoho Desk (with over 50 users) and Service Fusion, which we are considering replacing with FSM.

However, one of the key factors preventing us from making the switch is the lack of a global search feature in Zoho FSM, which is available in Zoho Desk. We want to provide a detailed explanation of why this functionality is critical for our business and how its absence significantly reduces operational efficiency.

Why is Global Search Essential in FSM?

  1. Speed and Convenience in Finding Information
    In FSM, users must know in advance which module contains the information they are looking for—Customers, Contacts, Companies, Assets, etc. In real-world service business operations, this is not always obvious, and employees waste time searching. In Zoho Desk, global search allows instant access to relevant data across multiple modules, saving time and reducing errors.

  2. Supporting Field Technicians
    FSM is designed for managing field service teams. Often, information about a customer arrives via a phone call or SMS, and the dispatcher does not have time to manually check different modules. The ability to quickly enter a phone number, address, or asset serial number and immediately retrieve all relevant data is essential for efficient workflow.

  3. Handling Urgent Service Requests
    When a customer calls reporting an issue with their equipment, the support agent must instantly access the service history, technical details, warranty information, and past technician visits. Currently, this requires searching through multiple modules manually. Global search would cut response times down to minutes or even seconds, which is crucial for customer service.

  4. Minimizing Human Errors
    In real-world operations, people make mistakes. Employees may misremember a customer’s name, forget an exact address, or mix up key details. Global search would allow for partial matches (e.g., searching with only part of a phone number or a portion of a company name), reducing the risk of lost or inaccessible data.

  5. Enhancing Zoho FSM’s Competitiveness
    Many competitors (Service Fusion, Jobber, Housecall Pro, ServiceTitan) already offer robust search functionalities across their systems. If Zoho FSM aims to be a complete alternative to these solutions, this feature is absolutely necessary.

Our Questions and Proposal

  1. When is global search expected to be implemented?
  2. Is there a way to expedite its development?
  3. Can this feature be prioritized for businesses transitioning from other platforms?

We are ready to invest in Zoho FSM and view it as a long-term solution for our company. However, without global search, working with FSM would be significantly more difficult compared to Zoho Desk, Service Fusion, and similar platforms.

We appreciate your response and any insights into the development plans for this functionality.

Thank you!

    • Recent Topics

    • Add Prebuilt "Partner Finder" Template with Native Zoho CRM Integration in Zoho Sites To: Zoho Sites Product Team

      Hi Zoho Team, We hope you're doing well. We would like to request a prebuilt "Partner Finder" template for Zoho Sites, modeled after your excellent implementation here: 🔗 https://www.zoho.com/partners/find-partner-results.html ✅ Use Case: Our organization

    • How Do I Refund a Customer Directly to Their Credit Card?

      Hi, I use books to auto-charge my customers credit card. But when I create a credit note there doesn't seem to be a way to directly refund the amount back to their credit card. Is the only way to refund a credit note by doing it "offline" - or manually-

    • Zoho Learn Course Completion Notifications/Triggers/API

      Zoho Learn works great and will suit our course creation needs, but it appears to be lacking a bit when it comes to integration with other Zoho services (creator etc.) when it comes to course completion. 1) Is there an API or Zoho Flow trigger for when

    • Enhanced Recording Permission Controls for Zoho Cliq Meetings (Similar to Zoom)

      Hello Zoho Cliq Team, We hope you are doing well. We would like to request an enhancement to the recording permission functionality in Zoho Cliq Meetings. Current Limitation: in Zoho Cliq Only hosts and co-hosts can record a meeting. Participants cannot

    • Phone Connection

      When on a call the person on the other end complains that there is static, I am cutting in and out or they can't hear me all. This happens on the cell connection as well.

    • Can't add a sender adress from zoho campaigns

      hi, I need to change the sender address for a campaign.  When i try to add it i get a message to say 'duplicated email address found while adding your sender address'.  This is the first campaign i'm sending so I don't understand why this message is displayed? Thanks Jane 

    • Allow customers to choose meeting venue and meeting duration on booking page

      My business primarily involves one-to-one meetings with my clients. Given the hybrid-work world we now find ourselves in, these meetings can take several forms (which I think of as the meeting "venue"): In-person Zoom Phone call I currently handle these

    • Export History timeline

      Hi, I have an idea, bout zoho desk history of the ticket it would be great if the agent or admin of the zoho desk can export the timeline of the ticket history for agent report or on other matter.

    • Desk fails to create a new ticket on Reply email

      When I send a direct email to support@mysite.com, Desk will create a new ticket as expected. When I REPLY to an email sent from support@mysite.com, Desk will NOT generate a new ticket. This is very bad. How can I fix this? Use case: In a separate system

    • Ask the Experts 25: Experience the full spectrum of Zoho Desk’s autumn and spring releases for 2025

      Hello Everyone, We’re on the 25th episode of our ATE series! It's a true milestone in our live community interactions! It’s been an amazing journey since we started in October 2018. Zoho Desk has come a long way, evolving with the support of a wonderful

    • Addin Support in Zoho Sheet

      Is there any addin support available in zoho sheet as like google marketplace to enhance productivity by connecting with other apps, providing AI data analysis, streamlining business processes, and more?

    • Function #61: Automatically add free item to the invoice based on item quantity

      Hello everyone, and welcome back to another Custom Function Friday! During holiday seasons or special promotions, businesses offer deals like BOGO (Buy One, Get One), Buy 3 Get 1 Free, Buy 2 at 50% off, and much more to attract customers. These promotions

    • Notes for Items for Future Purchase Order

      Next time when I order an item, tau have to make some changes in it, that order has to be placed after 4-5 months, I want to save those changes or points somewhere in the item, how will that be possible..

    • Schemes of different tyoe

      How can easily apply hourly, day wise or month wise  schemes on Bill, Quantity, and other schemes. Like I want to apply a scheme  Form today to next 7 days .where i can mention in zoho books so scheme will implement automatically to all customers and

    • Clients not receiving emails

      I've been informed that my emails are not being received. Is there anything that I should look into to rectify this? Many thanks!

    • Free Plan mail accounts details

      In the zoho mail pricing there's a free plan that includes: FREE PLAN Up to 25 Users 5GB* /User, 25MB Attachment Limit Webmail access only. Single domain hosting. I need to make sure that I'm able to create multiple email accounts in the form of: name@domain.com

    • No more IMAP/POP/SMTP on free plans even on referrals with NO NOTICE

      Outraged. Just referred a colleague to use her domain (not posting it publicly here) to Zoho, just as I have other colleagues, clients, friends. Expected the exact same free plan features as I have and as everyone else I ever referred got. I was helping

    • Unable to receive email - "5.3.0 - Other mail system problem 554-'5.2.3 MailPolicy violation Error delivering to mailboxes'"

      My users are unable to receive emails from one particular domain, apparently. The domain known to be kicked back is whitelisted in the spam control. I sent an email to support earlier this morning but I have not received a reply. The error in the title

    • Caixa de saída bloqueada. Como desbloquear?

      Olá, meu e-mail isabela.celli@sivirino.com está com a caixa de saída bloqueada. Não consigo enviar e-mails. Acredito que tenha sido porque mandei o mesmo e-mail para várias pessoas, pedindo uma cotação de serviço. Vocês podem desbloquear para mim? Quantos

    • Zoho Forms - Improve the CRM integration field to query data from more than one module

      Hi Forms team, Something I get stuck on regularly is pre-populating a form with data when that data is spread across 2 or 3 modules. For example Contacts, Accounts and Deals. I don't want to duplicate the information in CRM so I end up writing a function

    • desbloquear cuenta

      Buenos dias  Cordial saludo Tengo una cuenta libre en zoho mail asociado a un dominio, pero uno de los usuarios se bloquea el correo porque dice que ha excedido el límite de correo, por favor podrian desbloquearla y como hago para que esta persona debe enviar sus correos sin ningun probleama. Gracias de antemano

    • Not Receiving Incoming Mail

      I can send emails from my account but I do not receive any. I originally set up forwarding and it worked for a while and then stopped. I turned off forwarding and now do not receive any emails. Could you please check what is causing this issue? Thank you

    • Will zoho thrive be integrated with Zoho Books?

      title

    • BARCODE PICKLIST

      Hello! Does anyone know how the Picklist module works? I tried scanning the barcode using the UPC and EAN codes I added to the item, but it doesn’t work. Which barcode format does this module use for scanning?

    • Making preview pane "stick"

      Hello, Is it possible to fix/dock the preview pane so that it's always there? The modern monitors are all very wide so there's plenty of space horizontally. Having the preview pane disappearing and appearing again when you click on an email message in

    • Reason:554 5.1.8 Email Outgoing Blocked

      I have been struggling to set up my email address for some time now; it's difficult to locate what I need. Additionally, I cannot send or receive any emails. I keep receiving the "Reason: 554 5.1.8 Email Outgoing Blocked" error. There doesn't seem to

    • Trouble Connecting Zoho Mail via IMAP in n8n – Need Help

      Hi everyone 👋, I'm trying to connect my Zoho Mail account to n8n using the IMAP Email Trigger node, but I'm facing issues getting it to work fully. ✅ Here's what I’ve done so far: ✅ IMAP access is enabled in my Zoho Mail settings ✅ I’m using the correct

    • Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked

      Hi, I sent few emails and got this: Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked And now I have few days since I cant send any email. Is there something wrong I did? Also can someone fix this please

    • Changes to the send mail Deluge task in Zoho CRM

      Hello everyone, At Zoho, we continuously enhance our security measures to ensure a safer experience for all users. As part of our ongoing security enhancements, we're making an important update on using the send mail Deluge task in Zoho CRM. What's changing?

    • Page Rules in Forms

      🚀 Dynamic Page Navigation Implementation I successfully implemented dynamic page navigation based on a user's radio button selection. The goal was to direct users to a specific, corresponding page while ensuring they only interact with the flow determined

    • Cancellation of written-off invoice

      Hi, Can I know when we cancel the write off (write back), in which FY, the reversal is recorded. It doesn't ask as to when the write off should be cancelled to reflect!. It shouldn't reflect in the year in which the invoice was written off since the Year

    • Create Invoice automated with Package

      Does anyone knows how to create an invoice from a SO when we have created the package? We do these manually. and validate that the product packed is the product invoiced (if the order is partially packed) Regards, JS

    • I want to create a mailing list, NOT a group.

      Can I create a mailing list in Zoho mail? I just want to be able to make a list of email addresses and give the list a name. Then when I type the list name, the list of email addresses will be automatically listed. When I create a group it sends an email

    • ERROR CODE :554 - Your access to this mail system has been rejected due to poor reputation of a domain used in message transfer

      This message was created automatically by mail delivery software. A message that you sent could not be delivered to one or more of its recipients. This is a permanent error. *****, ERROR CODE :554 - Your access to this mail system has been rejected due

    • Export Invoices to XML file

      Namaste! ZOHO suite of Apps is awesome and we as Partner, would like to use and implement the app´s from the Financial suite like ZOHO Invoice, but, in Portugal, we can only use certified Invoice Software and for this reason, we need to develop/customize on top of ZOHO Invoice to create an XML file with specific information and after this, go to the government and certified the software. As soon as we have for example, ZOHO CRM integrated with ZOHO Invoice up and running, our business opportunities

    • no me llegan los correos a Zoho mail

      No puedo recibir correos pero sí enviarlos, ya hice la modificación de MX y la verificación de teléfonos, qué es lo que ocurre? gracias

    • Group Calendar as Default for adding new events, etc?

      Hi, I want to make the group calendar (that I created, if that makes a difference) the default for anything new I add to the calendar. How can I do that? thanks.

    • Bookmark Loading is Buffering

      Hi, i clicked on the bookmark tab, around yesterday and since then it's been constantly buffering and doesn't allow me to access the mail's i have tried login in and out but of no help also trying to share a screenshot of the issue around 232 kb size,

    • Zoho Webinar custom registration fields into Zoho CRM

      I am pushing webinar registrations into zoho crm as leads and this is working fine. I have added a few custom fields to my webinar registration and I wish for these fields values to get mapped into the resulting CRM lead record. I am not seeing anywhere

    • GitLab Extension for Zoho Desk: Connecting support and development for faster resolutions

      Hello everyone! We’re excited to introduce the GitLab Extension for Zoho Desk, an integration that bridges the gap between support and development teams. This allows tickets to be converted into actionable GitLab issues for faster resolutions, better

    • Next Page