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 the CRM, to retrieve the data easily.
- View search results organized by modules like Deals, Contacts, Companies, Activities, Products, Files, and Notes for clarity and quick navigation.
- Use the search bar to view real-time suggestions and find records with partial keywords.
Here’s the information displayed in search results for each module, summarized in a table:
|
Module |
Displayed Information |
|
Contacts |
Name of the individual and linked organization |
|
Companies |
Organization’s name |
|
Deals |
Deal title, primary associated contact, related company, and deal status. |
|
Activities |
Activity name, scheduled start date and time, associated contact, company, and deal information. Option to mark the activity as completed. |
|
Products |
Product name and unique identifier (product code). |
|
Files |
File name and linked entities such as contacts, companies, and deals. |
|
Notes |
Content of the note, related contact, company, or deal information. |
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