Search Records
Filters
You can use simple and advanced filters in the list view pages of Requests, Estimates, Work Orders, Service Appointments, Services And Parts, Assets, Contacts, Companies, and Crew.
After performing an advanced search, click on Clear to switch to the simple search.
Views
Click here to know more about views.
Column Options
You have the following options for columns in the List view of modules. To see these options, click on 
.
- Manage Columns: Use the column selector to choose the columns you want displayed in the list pages.
- Reset Column Size: Use this to reset the column sizes to the default width.
- Wrap Text: Use this if you want to see the entire contents of each column.
Pin a Column
You can pin [ 
] a column at the start of the list. Hover over the column header and choose Pin from More options [ 
]
Sort a Column
To sort [ 
] the values in a column, hover over the column header, and choose Sort from More options [ 
]
Apply Style to a Column
In the Status column, you can choose how the value should be displayed:
- Text: Displays the status as plain text without any color or styling.
- Chip: Shows the status inside a colored, rounded rectangle (chip), making it more noticeable.
- Dot: Represents the status with a small dot followed by the text, both in the designated color.
Advanced Lookup Search
In the lookup fields for service and part line items, you can perform a search for the lookup value using multiple fields.
To perform the search:
- Click on the lookup field for service and part line item.
- Click on the filter icon.
- Enter the search values and click Apply Filter.
The matching results will be displayed in the list below.
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 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?
Zoho DataPrep Resources
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
Merge Records
In Zoho FSM you can easily eliminate duplicate records. While syncing data with external systems (e.g. Zoho Invoice/Books), or importing external data, there are chances of duplicate records getting added to Zoho FSM. In this case, you might want to ...Associate FSM Records with Books/Invoice
You can instantly associate a FSM record with a specific Books/Invoice record using the link option available in individual FSM records. You can also instantly push a FSM record to Books/Invoice. In the FSM Companies, Contacts, or Services And Parts ...Fetch records
You can fetch records from a module using the zoho.fsm.getRecords() deluge task. Syntax Method Used Syntax Using the Internal Connection <Response> = zoho.fsm.getRecords(<module>); Using the Connection of a Service (Default/Custom) <Response> = ...Add records
You can create records using the zoho.fsm.createRecord() deluge task. Syntax Method Used Syntax Using the Internal Connection <Response> = zoho.fsm.createRecord(<module>, <KEY-VALUE>); Using the Connection of a Service (Default/Custom) <Response> = ...Updating Records
You can update a record of a module using the zoho.fsm.updateRecord() deluge task. Syntax Method Used Syntax Using the Internal Connection <Response> = zoho.fsm.updateRecord(<module>, <NUMBER>, <KEY-VALUE>); Using the Connection of a Service ...
New to Zoho LandingPage?
Zoho LandingPage Resources