Tip #25: Customiza la plantilla de tus Resultados de Búsqueda en Zoho CRM
Tips and tricks #25, adaptado de Vaagdevi¡Hola a todos!
Como hemos comentado a lo largo de nuestra serie de Tips and Tricks para CRM, es importante disponer de una base de datos de los actores que participan en nuestro negocio, pero más lo es disponer de la información que realmente necesitamos cuando realizamos nuestras operaciones diarias. En el tip CRM de hoy, os mostraremos cómo personalizar los resultados de búsqueda para acceder a la información que necesitas de forma instantánea.
Tip #25: Customiza la plantilla de tus Resultados de Búsqueda en Zoho CRM.
Cómo probablemente ya sepas, puedes buscar registros específicos utilizando la opción de Búsqueda Global, que se encuentra en la parte superior derecha de tu panel. Por ejemplo, si necesitas encontrar información sobre el contacto llamado Marta, simplemente necesitas introducir la palabra clave "Marta" para encontrar todos los registros relacionados con ella.
Aquí, cada lista relacionada muestra una serie de columnas estándar. Imagina que en el módulo de Posibles Clientes has creado un campo relevante para ti y quieres que se muestre en el apartado correspondiente de la Búsqueda Global. Personalizarlo es muy sencillo:
- Haz clic en el desplegable que se encuentra en la parte superior derecha del apartado de Posibles Clientes.
- Selecciona la información que quieres que se muestre como columna.
- Haz clic en Guardar.
Y así de fácil, hemos añadido una columna con información relevante a la búsqueda global para facilitarnos el trabajo.
Adicionalmente, también puedes filtrar tus resultados de búsqueda basándote en módulos. Por ejemplo, si sólo quieres ver resultados de los módulos de Posibles Clientes, Cuentas, Contactos y Tratos, puedes configurarlo haciendo clic en el desplegable de la búsqueda (icono de lupa) y seleccionar los módulos que quieres que se muestren.
¡Espero que estos consejos os puedan ayudar hoy! Si necesitáis más información sobre la búsqueda de registros, la podéis encontrar aquí, o podéis comentar en este post.
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