Searching

There are 2 ways to search on iCRM.

Quick Search

Searching is very easy with iEnterprise CRM.  Just enter any text and the results will be presented as you type.  Search will only filter on the main fields of the module.

Maximum of 3 results per object from all the objects with a match is displayed.

The result is categorized by Module and presented with business card details.

Click to open the desired record.

Advanced Search

For more targeted searching or if the information is not on the main field, you may use Advance Search.

1.  Click on the Search bar, then on Advanced Search link.  

2.  Search dialog box opens 

3.  You have the option to save this search criteria as View for future use or you may just click on the desired record on the result list.