Search tool provides a long list of benefits, ranging from smooth user experience to navigate to the different pages easily. It is a must have for all the CRM systems out there. As it is considered to be the most vital feature for a CRM. User can find and access data located in different modules by searching the key words and phrases in the search bar. With hundred of organizations and thousands of records residing in different modules, a well configured CRM, still faces issues in searching for the right data because of the sheer amount of data present. In such situations a good search tool can help your users to navigate to the right data. In this article we will look at the Importance of a good search tool
A good search tool not only saves the time for the users but also enhances the user experience. If you have a big CRM system in place, using the search bar users can easily navigate from one module to another. It is a core part of the CRM design to provide the search feature to the users, so they can find the data and navigate to the other modules of the CRM.
Features of a search tool
Lets take a look at some of the advantages of using search tool in the CRM system
Auto suggestion: Auto suggestion feature makes the use of search tool even more easier. By analyzing your past searches, the search tools shows you the most relevant keywords. It makes the process of the search even more quicker and reliable.
Apply filters: A good search tool also allows users to include or exclude certain modules from a search query. This is done in order to avoid the over burdening of the system
Don’t modify core code of CRM: A very common issue with the search tools is that they modify the core code of the CRM system, which causes bugs and glitches. So, a good search tool should not change the core code of the CRM.
Although the standard Vtiger search functionality caters the basic needs of the users, but in some scenarios its functionality seems to be very basic and limited. If you need advanced search functionalities then do check the Global search extension by the Vtigers.
What is Global Search
An Extension for VTiger that refines and optimizes the search feature of VTiger CRM. The extension has the ability to execute searches on all the possible fields. Currently, VTiger search only queries ‘name’ fields. However, our extension replaces standard search completely and enables the look up to be executed using all the standard and custom fields.
Here are some of the key features that make our extension unique:
Allows to configure search fields for more efficient searches. Global search allows to mark the fields that will be scanned during a search query
Includes the ability to exclude the modules from the search (for cleaner search results). Using the global search user can include or exclude a module to minimize the load on the server and avoid unnecessary search
Highlights search terms in search result page. The term that is searched is highlighted in the yellow, making it easier to find the term in the searched information:
Works with standard and custom modules. Global search makes sure that it includes all standard and custom modules while running a search query
100% Modular (Does not modify VTiger core files). The best thing about the global search is that it does not effect or modify the standard Vtiger core files
There is no denying to the Importance of a good search tool, so incorporate global search to your Vtiger and search accurate and reliable results quickly.