Comodo One

• Introduction To CRM
  • Login To CRM
• The CRM Administrative Console
  • View And Manage The Home Console
  • Configure Your Preferences
  • Use Search Option And Filter Option In CRM
• Marketing And Sales
  • Manage Marketing Campaigns
    • Add Campaign Records
    • Track Campaigns
    • Associate Records From Other Modules To A Campaign
    • Mass Management Of Campaigns
  • Leads
    • Create New Leads
    • Manage Leads
    • Associate Other Records With A Lead
    • Mass Management Of Leads
  • Organizations
    • Add A New Organization
    • Manage Organizations
    • Associate Records From Other Modules To An Organization
    • Mass Management Of Organizations
  • Contacts
    • Add A New Contact
    • Manage Contacts
    • Associate Records From Other Modules To A Contact
    • Mass Management Of Contacts
  • Opportunities
    • Add An Opportunity
    • Manage Opportunities
    • Associate Other Records With An Opportunity
    • Mass Management Of Opportunities
  • Quotes
    • Create Quotes
    • Manage Quotes
    • Associate Records From Other Modules To A Quote
    • Mass Management Of Quotes
  • Invoices
    • Create An Invoice
    • Manage Invoices
    • Associate Asset Records To An Invoice
    • Mass Management Of Invoices
  • Sales Orders
    • Add A Sales Order
    • Manage Sales Orders
    • Associate Records From Other Modules To A Sales Order
    • Mass Management Of Sales Orders
  • Import And Export Records
  • Emails
• Inventory
  • Assets
    • Create An Asset Record
    • Manage Assets
    • Mass Management Of Assets
  • Products
    • Add A Product
    • Manage Products
    • Associate Records From Other Modules To A Products
    • Mass Management Of Products
  • Services
    • Add Services
    • Manage Services
    • Associate Records From Other Modules To Service
    • Mass Management Of Services
  • Price Books
    • Add Price Books
    • Manage Price Books
    • Mass Management Of Price Books
  • Vendors
    • Add A Vendor
    • Manage Vendors
    • Associate Records From Other Modules To Vendors
    • Mass Management Of Vendors
  • Purchase Orders
    • Add A Purchase Order
    • Manage Purchase Orders
• Tools
  • Email Templates
  • Add Website Bookmarks
  • View And Manage Calendars
    • Manage Shared Calendar
    • Update And Manage Calendar Entries
    • Manage Calendar Settings
  • Recycle Bin
• Analytics
  • Generate A Report
  • Manage Reports
• Configure CRM Settings
  • Configure The Picklist Editor
  • Manage Company Details
  • Configure Miscellaneous Settings
    • Outgoing Email Server Settings
    • Edit Terms And Conditions
    • Manage Currencies
    • Manage Tax Calculations
• Custom Views
• About Comodo Security Solutions

Use Search Option and Filter Option in CRM

 

CRM provides the following advanced searching and filtering options:

• Global search

• Search in a selected module

• A custom search

• Custom search in the Module
  

Global search

The Global Search in CRM helps you find what you need on your CRM account. For the given search query, global search fetches relevant information from across all modules in your CRM account. In contrast to other search options, your search query is matched against all records in your CRM and results are displayed on a single screen. Additionally, to refine your search, you can also search for records in a selected module.

You can access a global search in the search bar located on top center of each CRM screen. Now you can search for records by phone numbers or email addresses, and more.

 

To do that,

• Type your search query in Global Search bar and click 'Enter'

Your search results are categorized according to modules they belong to.

Note: You can also search for information in your custom fields Global Search is NOT case sensitive

Search a record in a selected module

It allows you to search for records in a selected module. If you are sure that your record is saved in a particular module, you can refine your search by selecting that module from the global search bar.

• In the Global Search bar, select a module from the 'All Records' drop-down

• Type a search keyword in the Global search bar then click the search button

• Alternatively, click 'Advanced' to use a advanced search

Configure a custom search

This feature allows you set more specific criteria according to your requirements and to view desired fields in your search results opposed to fields that are displayed by default. You can create a filter and make it your default filter.

• Click the 'Advanced' beside the Global search bar

The 'Advanced' search filter form will be displayed.

• In the 'Search In' drop box, select the module the custom filter is created

• Select a field under 'All Conditions' on which the search will be performed

• Select roles or conditions with the search

• If you would like to save this advanced search for future use, you can turn it to a list view filter, click the 'Save as Filter' button on the bottom

• Click the 'Search' to perform your advanced search
  

You can also search add create filters once already in a module. In our example, we use a Book Price module which has a few search options:

1. Click on a letter in alphabet above the list view to open the list of price books with the selected letter

2. To list records meeting certain conditions as mentioned above in the Advanced search

You can create a filter for a module view using a drop-down menu above the listed alphabet which lists any created filters and an option to create a new filter.

• Click the 'Create New Filter'

The 'Creating new view' form will open.

• Basic details:

• View Name - Type the name of the price book and set a filter to your business requirements

• Set as Default – Creates filters and set the filter default so that you can view only most important records. By clicking on the check-box, the filter will be made default for you and other users in your CRM account. It is useful if you have thousands of records in your CRM. You don't deal with all of them.

• List in Metrics - Enable the check-box to view details of your filter in Key Metrics widget on the home page.

• Set as Public – Enable the check-box to make the filter visible for all users across your CRM account. If a non-admin user enables this option, the filter will be in a pending state until admin approves it. Admin users can approve the filter by clicking on icon next to the filter.

• Choose columns and order (Max 12): Select desired columns you would like to see in a custom view. Maximum up to 12 columns

• Choose filter conditions: specify conditions to filter only specific entities that you would like to have in your custom view

• All Conditions (All conditions must be met)

• Any Conditions (At least one of the conditions must be met)

• Click 'Add Condition' to add more conditions

• Click the trash can icon beside a condition to remove it from the filter

• Click 'Save' and you will be taken to the list view with your filter applied. It also will be added to the advanced drop-down

When navigating through large lists, if you need to jump to a specific page, you can use the new Page Jump feature at top right corner.