Search and Sort records | Online Help - Bigin by Zoho CRM

Search and sort records

Search records

A typical day in the life of a sales rep involves checking and replying to emails, making calls, following up with leads, and helping customers find what they want. They must also keep a record of all relevant information about each customer and the sales they make. It could be tedious and time consuming for sales reps to look for each record in their Bigin account to update these details right away. And they may miss some details if they leave the updates to make later.
 
With Bigin's powerful search feature, sales reps can preview records instantly, update fields and even send emails right from the search bar!
 
The search function pulls the required record in seconds and the reps can make changes instantly, avoiding the extra work of going to the relevant module and looking for the record among hundreds of other records.
 
Simply search for a record with the record name or any other detail. The search bar lets you perform the following actions from the search results. 

Update field

  1. Click the required record in the search results.
  2. Go to the Information tab and click the field you want to update.
  3. Enter the value and click Save.

Add tags

  1. Click the required record in the search results.
  2. Go to the Information tab and click the add tag icon.
  3. Enter the tags and click Save.

Add notes

  1. Click the required record in the search results.
  2. Go to the Notes tab, enter the description, and attach files (if required)
  3. Click Save.

Send email

  1. Click the required record in the search results.
  2. Click Send Email, compose your email content, and hit Send.

View recent search history

Access records right away from the search history. Click the search bar to find a list of your recently searched records.
 

Sort records in List View

Records in a module can be sorted in Ascending or Descending order so that it is easier to find the information we are looking for. Text columns and numeric columns can be sorted. 
 


 
To sort the records in a view
  1. Go to the required module and open a list view.
  2. Go to the column you want to sort and click the up arrow to sort in ascending order or the down arrow to sort in descending order.
    The records in the module are sorted automatically based on the column values.
 
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