Zurmo – Advanced Search

A very nice feature included in Zurmo is the advanced search functionality. This feature is available to all modules and can be accessed by clicking the “Advanced” drop down menu. In this example, I’m searching in the “Leads” module.

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Then click on the “Advanced” dropdown menu and “Add Criteria”

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Once “Advanced” is clicked, a new option appears “Add Criteria”.  This is where the power of the search feature becomes clear. The list of available fields that appear are based on the module you’re accessing and allows you to search on ANY of the fields in your module regardless if the column headings are appearing and configured for your module.

In this example below, I’m looking for all contacts that are located in California but as you notice, “State” is not configured as a column heading in the default search list. So instead of having to reconfigure the search column list every time you’re trying to search by a new field, just select the field you’re searching by in the dropdown menu, I’m selecting “Any State”.

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Once you click “Search”, only leads that are located in California will now appear in your search results. You can repeat these same steps to add multiple search criteria as well. In addition, you can also save your search criteria if you will be using it in the future by just selecting “Save search” as shown below. I hope you found this article helpful!

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(c) 2013 Windsor Wallaby. All rights reserved.

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Author Spotlight

Windsor Wallaby

Windsor Wallaby

Windsor Wallaby is an independent and enthusiastic Zurmo CRM supporter and Open Source contributor. Active on the Zurmo user forums and a regular personality on the weekly Zurmo developer's conference call, Windsor is committed to building helping relationships by Listening, Learning, Doing, and Sharing. Windsor works with Zurmo CRM daily to track business opportunities and contacts. Windsor also integrates Zurmo as a core platform component for in-house and bespoke IT development projects.

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