[Updated on 25 July 2024] This enhancement was in early access. Now, we've started enabling it in a phased manner for customers.
It is now available for customers in AU, JP, and CN DCs who are using Enterprise edition or below.

Planned Availability
Global search enhancements
Editions - All
DCs - All
Languages - All

AskZia in global search
Editions - Enterprise edition (20+ user licenses), Ultimate edition
DCs - All except JP and CN.
Languages - English

Scope your search for more relevant results

To find the record you need in the first try, you can now limit the search in two ways:

1. Restrict the search to a particular module: Previously, this was available in the advanced search results page. We've now added it to the search box to help you get more relevant results in the first try.
   
   
2. Increase precision using record name and tag: You can now get a more refined set of search results by searching in the record name or tags or both. For example, if you want to search a contact by name, you can use these options to narrow down your search results. Simply press # in the search box to access this option.
   
   

Find and act using the first search results

To find and act quickly within search, we've made two changes:

1. Additional context for results: The search results that appear as you type in the search box will include useful information to help you quickly locate a record.
   
   
2. Follow-up actions: In addition, once you locate a record, you can send an email or make a phone call right from the results. For example, you can send a followup email to a contact right after you find them in the search results.
   
   

Sort and filter your results in advanced search

1. Filter the results: You can now filter results not only by modules, but also criteria related to record ownership, creation, and modification.
   
2. Sort the results: Switch between the most recently modified results and the most relevant ones to find the information you seek.
   

Access AskZia within global search for computed results,  custom views, reports, dashboards, and more

1. Suggestion for you: Based on your usage of the CRM, you'll get a set of suggested queries to help you get started.
   
   
2. Routine messages and Explore: You can even set routine messages and explore how Zia found those results within global search itself.