How can I search for records/information within Zoho CRM?
There are different search options available in Zoho CRM. They are:
Search records by Alphabets -Filters out records within a module by clicking the alphabet links on the top right corner in a module. This would take you directly to the matching records that
start with the selected alphabet.
Search records by Information -Filters out specific record(s) from all modules or from a particular module by
entering the information in the search box. Note that this is a Global
Search and for English. You can select the modules where the search should be carried out.
Search records by Criteriausing Advanced Filters - Filters out records based on the search criteria. You can either specify your own search criteria or select a search criteria.