In Vtiger CRM, while the default global search allows users to search for data within specific fields, it can be limiting when you need to access detailed information across all fields. For Vtiger CRM users, finding specific data quickly can sometimes be a challenge, especially if you need specific details across all fields. Vtiger CRM’s basic search function is often limited, as it only focuses on ‘name’ fields across all fields. This is the challenge for users to unified list view data based on other crucial details like location, email addresses, custom IDs, or phone numbers.
For example : If you search by city name, you’ll get all related details for leads from that city across all fields. This makes it easy to gather complete information in one search.
The Global Search for Vtiger can solve this limitation. It can access information quickly and accurately across all fields in Vtiger, whether it is standard or custom. Global Search for Vtiger unlocks full-field search, making it easy for teams to access any piece of information stored in Vtiger, even if it’s within a custom field.
Practical Applications of the Global Search for Vtiger
Customer Support: Customer satisfaction is the purpose of customer support teams. This can be possible by taking customer records based on details such as account numbers or previous service interactions.
Sales and Marketing: Sales representatives can take unified list leads or accounts using any field. This helps them to handle client calls or marketing outreach smoothly. So it results in increasing chances for successful interactions.
Finance and Accounting: The finance team can find records easily by using invoice numbers, custom payment identifiers, or billing information. This is very helpful for accounting fastly and reducing errors.
Conclusion
Vtiger global search is a powerful tool that helps to get information across all fields easily and quickly. This extension makes Vtiger CRM into a highly functional CRM Platform. This also allows users to customize search parameters. Global Search for Vtiger is also useful for people in sales, support, or finance, as it helps simplify tasks, saves time, and improves access to data.
Watch Video
Watch the video to see how Global Search helps you quickly find any record in Vtiger CRM.
