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Quick Record Search

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 May 3, 2023

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