Effective Search Functionalities for Data Management

Effective Search Functionalities for Data Management

Search Functionalities

  1. Search for Linked Items: If the record you're searching for, is associated with other modules (e.g., a contact linked to a deal), the system will display the related records for quick access.



  1. Search by Custom Fields: You can search using values from custom fields like Text, Large Text, Number, Monetary values, or Address. If a record matches the value you're searching for, it will appear in the results.
  1. Search by Notes: If you have written notes under deals, contacts, companies, or activities, you can search with the keywords from the notes, and the relevant records will appear in the search results.
  1. The search bar maintains the history of your Recently Searched terms, by allowing you to revisit previous queries with a single click.
  1. The Recently Viewed section displays the frequent referred records to ensure the quick access.



  1. Global Search offers quick-create options, if no matches are found, this allows you to add new records for your search query. 



  1. In the Global Search bar, you can directly access the search results such as mark the activity as completed, creating new records, opening associated records, or hovering over details to view the detail card.


View Details in Detail Card:

  1. For Deals: Deal Title, Deal Value, No. of Products, Contact Name, Company, Expected Close Date, Stage, Pipeline, and Won / Lost.
  1. For Contacts:  Contact Name, Email Id, Phone Number, and Company Name.
  1. For Companies: Company Name and Website.


  1. If the record is deleted, it will no longer appear in your search results. Deleted records will be removed from the last 14 search results.





    • Related Articles

    • Global Search Management

      How does Global Search Management enhance data retrieval in Twozo? The global search option in Twozo allows users to quickly find deals, contacts, and other records across the entire CRM system. By entering keywords or criteria into the search field, ...

    • Optimize Your Workflow with Twozo CRM's Unified Global Search Feature

      The Global Search is a unified tool in Twozo CRM that helps you quickly access and manage to your records across the module. This feature saves your time and ensures a streamline workflow by providing an accurate data. Access the Global Search across ...

    • Data Fields Management and Configuration

      The Data Fields module in Twozo allows you to define and manage structured information across your CRM. By creating and customizing data fields, you can ensure consistency, accuracy, and better organization of your records. What are Data Fields? Data ...

    • Overview of Default and Custom Summary Fields in Twozo CRM

      Summary fields Summary fields are designed to give you a quick and clear overview of essential information within your records. They consolidate key data points, making it easier to access and review important details at a glance. Default Fields ...

    • Configuring Custom Fields and Phone Number Formatting

      Custom Fields Custom fields allow you to tailor the system to their specific needs by creating up to 10 custom fields for each field type. You can easily create, edit, or delete custom fields, providing flexibility in how data is organized and ...