This feature allows users to search an individual lead/record using different parameters such as search by First Name, Last Name, Phone number, Company etc.
Multiple field search
- This Feature allows users to set multi–ple search criterias using add multiple field search fields against record modules.
- Referring to any record module, as shown use search option or add search fields option.
- When clicking on the search option, it will give a list of search fields the user might want to search with.
- users can search with the more than one parameter using multiple search.
Updated on October 1, 2021