Search Records by Criteria using Advanced Filters

To filter records using advanced filters

1. Go to the desired module.
2. Select the required module list view.
3. Under Filter [Records] By, select the desired combinations.
   
   You can select any number of search combinations as required.
   
   
   
   
4. Click Apply Filter.
   The records that meet the criteria are displayed.
5. You can select records and assign suitable follow-up activities or run macros on them. Refer this help document to learn more about advanced filters.
   

To use global search

1. Click the search icon in the top bar or press / if you've enabled keyboard shortcuts.
   
   
   
   
2. If you want to restrict the search to a module, select it from the dropdown.
   Note: 'Notes' will not be available here. You can use advanced search to search across notes in the CRM.
   
3. If you want to search by record name or tag, press #, select Record Name or Tags, and enter the keyword.
   
   Otherwise, just enter the keyword. In the former, the entered keyword will be matched with the values entered in the record name field or tags. In the latter, they will be matched with all values in supported fields.
   Note: It is mandatory to enter a minimum of three characters in the global search box.
   
4. Click on a result to access the record. Hover over a result and click the email or phone icon if you want to send an email quickly or make a call. If multiple phone numbers are present, you can pick one.
   
   
5. Press Enter or click View advanced search to use options like filter, sort, and additional field values to find the records you need.
   

To find records in advanced search

1. Enter your keyword in the global search text box and press Enter or click View advanced search.
   
   
   
   
2. Select the modules, use the filters, or sort the search results to find the record you need. The record name link can be clicked to access the record.
   
   
3. If you want to customize the field values that are displayed, click the columns icon ()and select them.
   
   
4. If you want to search across Zoho products, click Search across Zoho at the bottom of your screen.