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Vtiger Global Search

Vtiger Global Search is a smart tool that helps to optimize the speed of search operations.

vtiger global search extension

Tired of searching through records manually? Want a customized extension to boost your search operations?

VTDEV is here for you. Our latest and highly customizable extension for searching through records eases your searching tasks streamlining your workflow and enhancing your company’s productivity

Global Search Extension is a third-party add-on for the Vtiger CRM system allowing users to search for records or fields within the modules in just a couple of seconds. Just like other Extensions, this is also highly customizable letting you include search fields, add search filters, or customize the search bar as per your needs.

 

The features of Vtiger Global Search Extension:

The Global Search Extension for Vtiger includes features such as:

  • Highly Customizable
  • Include and exclude search fields
  • Customize search engine
  • Maintains search history
  • Works with all standards and custom-made modules
  • Doesn’t change any Vtiger core file

Overall, the Global Search Extension can make a significant difference in the speed and efficiency of how you search for and access data within your Vtiger CRM system.

 

The Vtiger Global search extension by VTDEV is the easiest way to search specific records and improve the efficiency of tasks. Following is a detailed guide on how you can use the extension effectively and speed-optimize your search operations. 

Step 1:

After installing the extension in your CRM, you have to configure it. To configure the extension Access the CRM settings from the main menu.

Step 2:

Now from the sidebar. Click on Other settings and Select “Global search”.

Step 3:

To configure the fields select the module in the “Fields” tab. This will display a section of fields on your screen. From here you can include or exclude fields by typing the name of the fields or clicking the cross icon. 

You can also exclude the whole module by disabling the checkbox.

Step 4:

Once, you are done with field configuration. Press “Save” to save the changes.

Step 5:

Open the “Arrange Modules” tab to arrange the sequence of modules.

Step 6:

Drag and drop the modules to adjust the sequence of modules.

 

Step 7:

Open the “Quick Search” tab. Here you can specify the search method by selecting “Contains orStarts from”. You can also set up a limit per module to search from records.

That’s it. In this way, you can configure this extension to make the most out of it.

Additional step:

To search any record or field. Type the name of the field in the search bar and press enter. This will display a list of records and fields that match your search. All the modules you have included are shown here.

The Global Search Extension can be customized to suit your specific needs. We at VTDev help you set up your Global Search Extension according to your needs. 

Contact now for details

So are You Ready to transform your CRM 

 

We provide full support for vtiger 8

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