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, users can instantly locate relevant information and streamline navigation.
- Also, this feature provides a comprehensive search capability that spans Deals, Contacts, Companies, Products, Activities, Notes, and Files ensuring users can quickly find the information they need without manually navigating through each category.
- This search will also bring up any items linked to what you searched for.
- Recent items in Search: Before entering any text in the search box, you can view your most recent search terms and items you've interacted with.
- Recently searched: These are the last two keywords you entered in the search bar.
- Recently viewed: These include items you have recently created, viewed, or edited, displaying the last 14 items in the dropdown.
Non-Existing Records:
When searching for records that do not exist within the system, the search results will show No results found! Additionally, there is an option provided to add the searched term as a new deal, contact, or company.
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