Vtiger Advanced Search User Guide

Select the Module

Select the module which you want to include in the search.
In the “Include in The Search” dropdown, select “Yes”, and it will include the selected module in the search.
You can also remove the selected module link from the top vTiger menu. Set “Replace Menu Link” to “yes”, and instead of the module name you will have “Search”. For example, if you do this for Contacts module, it will replace “Contacts” hyperlink/button with “Search”.
Hit save, to save the selected module preferences.
Note, you can select up to 5 modules, after you select each module, you have to include it in the search and hit save.

Customize the Search Columns

When you selected the modules and saved the settings, the modules will show up as columns under the “Customize The Search Column”.
1. First you need to name your search field labels. Enter the field label and hit “Save” below. You can create as many labels as needed.
2. Just in case you need to remove the field label, you can do it by hitting “Erase” icon.
3. If you need to move search fields Up or Down, you can use arrows for that.
4. By default, all field labels will be checked and included in the search, but if, for some reason you want to temporarily remove it, you can uncheck the box.
5. When the labels are added, you will see the drop down menu under the selected module you included. You can assign the field to the field label.

Search Logic

You can define the logic for your search. In most cases you don’t want to change anything here, unless you know what you are doing.

All Search

Once you configured the modules you want to search in, you have to configure Global search.
Select “All” from the “Select the Module drop down”
Return Opportunities with Organizations – if set to “Yes”, when searching for Organizations it will also display all the opportunities linked to the organization.
Return Contacts with Opportunities” – if set to “Yes”, when searching for Organizations it will also display all the contacts linked to the organization.
Return Quotes with Organizations – if set to “Yes”, when searching for Organizations it will also display all the quotes linked to the organization.
Return Invoices with Organizations – if set to “Yes”, when searching for Organizations it will also display all the invoices linked to the organization.
Include “Contacts” or “Starts With” Option – You have an option to choose if you want to be able to override the search logic when searching, if set to yes – it will include a radio button in the search window with an option to choose the search logic(Contains or Starts With).
Save Search for – Set a time limit of how long to keep search session running. Most of the times, this should not change.

Once saved, you will see a new section “Customize The Search Columns”. You will have to do the configure it again, but in this case, it will search in multiple modules. * When the labels are added, you will see the drop down menus under each module you included. You can assign the field to the field label. See the example below.
When you will get to the search screen, the search will be performed in multiple modules/fields that you selected. For example, in this case, when you will search for First Name, it will search first name in Contacts and Leads and return the results that matched the criteria.
You can only have on global search field. This field will show up as widget(on the right side of the selected module item). It allows you to perform search within one click. See the screenshot below.

Advanced Search

1. You can choose in which modules to search. By default it’s set to “All”
2. Enter the search criteria.
3. Use “Search Now” or “Enter” to trigger the search.
4. After the search is triggered, the “Create” buttons will show up. You can use those to create specific item in the module. For example, if you hit “Create Contact”, it will open new create contact window with the details pre-filled in the search(the create contact window would have first name already filled in, so you don’t have to retype it.)
5. Search results are displayed below.
6. In addition to the field labels you created, there are 2 additional fields.
- Module – display from which module the item is, in this case Leads, Accounts or Contacts.
- Action – you can delete the item or edit it within a click.

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