Searching records in Zoho CRM Android app
The Search feature in the Zoho CRM mobile app helps you quickly find the exact record you're looking for without scrolling through multiple entries. The app supports two types of search:
- Custom Search
- Global Search
Custom Search
Custom Search allows users to define up to four fields as search criteria for each module. When you enter a keyword matching any of these fields, the app fetches all relevant records.
- You can choose which fields to use as search criteria.
- Custom search is the default option when there is no network connectivity.
For example, if the search criteria for the Leads module are set to Full Name, Company name, Occupation, and Contact Owner, searching for "Zylker" will display all lead records where "Zylker" appears in any of these fields.
To set up custom search
- Navigate to your preferred module.
- Tap the Info & Settings icon (
).
- Select Custom Search and choose the fields for your search criteria.
- Save your changes.
Global Search
Global Search scans all fields across modules without any predefined search criteria. This is useful when you're unsure which field contains the information you're looking for.
- It searches across all fields in a module.
- You can set Global Search as the default search option for all modules.
Using the same Leads module example, If you search for "Zylker" in the Leads module, the app will find all records where "Zylker" appears in any field.
To set up global search
- Navigate to your preferred module.
- Tap the Info & Settings icon (
).
- Select Global Search.
You can also set Global search as the default search option for all modules by toggling the Global search default button.
Access your files securely from anywhere
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
New to Zoho Writer?
Create. Review. Publish.
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
Organize your home screen
Organize your Home Screen Zoho CRM for Android welcomes you with an attractive home screen that displays your activities for the week. You can prioritize your work for the day based on the activities that are displayed. You can also check off ...Managing and Customizing Home Screen
Organize Home Screen Zoho CRM for Android welcomes you with an attractive Home screen that displays Activities for the week. You can prioritize your work for the day based on the activities that are displayed. You can also check-off completed ...Zoho CRM for Android Phones
Zoho CRM for Android is a native application that enables you to access and work with your Online Zoho CRM data from your Android phones. With this mobile application you can access and manage your Leads, Accounts, Contacts, Potentials, Cases, ...Installing App in Android
You can download and install the Zoho CRM application from Play Store. Before you install, take a look at the prerequisites. Zoho CRM requirements: You must have: A valid and active Zoho CRM Account. Mobile Edition activated for your account. By ...Installing the CRM Mobile App
Zoho CRM Mobile Edition gives you the option to access and work with your Online Zoho CRM data from your mobile devices. The Zoho CRM native app is available for the iPhone, iPad, and Android phones. Additionally, you will be able to use the web app ...
New to Zoho LandingPage?
Zoho LandingPage Resources