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.
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