What is Global Search

With Global Search, you can find anything from anywhere in Vtiger CRM! No matter what page you are on, all you need to do is select a module and type a hint. All relevant results will show up. 

Additionally, you can apply specific conditions to find a particular record. This gives quick results, saving you a lot of time! 

How to Use Global Search

Click the Magnifier icon displayed on the top right corner of your screen to use Global Search. The keyword you use in search will look up the right record, then the related contacts and module records. 
For example, if you search for ACME as a keyword, the search will display the ACME record(Org) first, then the related contacts and other module records. 
The Deep search will match all the records with the search keyword anywhere in the record. 

What can you do in the global search window

• Perform a search in all modules by selecting All Modules in the drop-down.
• Perform a search module-wise by selecting a module name in the drop-down.
• Type a hint in the search bar to find something. Global Search displays relevant records from all the CRM modules.

Let us see how you can perform a module-wise search and search under all modules for records.

Performing an advanced module-wise search

Consider this example: To search for leads with Lead Source as Cold Call, you can apply the condition: Field:  Lead Source; List Condition: Equals; Field value: Cold Call. 

Follow these steps to perform a module-wise search by specifying conditions:

1. Log in to the CRM.
2. Click the Magnifier icon in the Global Search window.
3. Select a module from the drop-down.
4. Click Add Condition (under All Conditions or Any Conditions).
5. Select a field, choose list conditions, and enter the field value based on which you want to find a record.
6. Click Search.

Default list conditions in Global Search
 

Performing an advanced search in all modules

Follow these steps to search for a record in all modules:

1. Log in to the CRM.
2. Select All Modules in the drop-down in the Global Search window.
3. Click the Magnifier icon.
4. Specify any of the following details:
   1. Has all these words: Search results are records whose names contain all the words you specify
   2. Exact words/phrase: Search results are records whose names contain the word or phrase you specify
   3. Any of these words: Search results are records whose names contain at least one of the words that you specify
5. Click Search.

Search results are grouped under different tabs. For example, deals are grouped under the Deals tab, and events are grouped under the Events tab.