Search Option

Search Option

🚫 Current Limitation:

As of now (September 2025), Zoho FSM lacks a global search functionality, which makes it difficult to quickly:

  • Find specific Work Orders by number or keyword

  • Search for customer records or contact info

  • Locate assets, jobs, or service appointments

  • Filter historical jobs across modules easily


✅ Why Search Is Critical in FSM:

  1. Operational Efficiency:
    Searching instead of manually browsing saves time, especially for field managers or dispatchers.

  2. Customer Support:
    When a customer calls, agents need to quickly find their record or job history.

  3. Error Reduction:
    Searching reduces the chances of assigning the wrong job or technician due to misidentified records.

  4. Scalability:
    As businesses grow, so do their records. A search bar becomes vital for handling larger datasets.



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