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.
In addition, it includes the ability to specify which fields to search on and what should be the output/result fields. Global Search for VTiger is compatible with VTiger standard & custom modules.
Here are some of the key features that make our extension unique:
- Allows to configure search fields for more efficient searches
- Includes the ability to exclude the modules from the search (for cleaner search results)
- Highlights search terms in search result page
- Custom Email Search (displays email body)
- Search results are displayed on the page (as in previous(5.x) versions of VTiger)
- VTiger 5.4 like Search in VTiger 7 and 6 (was discontinued in 6.x)
- Works with standard and custom modules
- 100% Modular (Does not modify VTiger core files)
- Available on VTiger Marketplace
We provide a unique demo instance for all our extensions. Each demo instance is pre-configured to only show features available for the specific extension. It is likely that some of the standard vTiger modules have been disabled to make the demo more user friendly.
VTiger 7 Demo
Please use credentials below to access the demo.
- Link: https://demo7.VTExperts.com/globalsearch/ (Will open in new window)
- User: demo
- Pass: demo
VTiger 6 Demo
Please use credentials below to access the demo.
- Link: https://demo.VTExperts.com/GlobalSearch/ (Will open in new window)
- User: demo
- Pass: demo
If you are not able to access the demo or find an issue - please send us an email at support@vtexperts.com or via contact form.
All extensions come with an extensive user guide, which includes setup instructions, suggestions as well as usability tips. Please click the link below to access user guide for this extension.
User Guide: https://www.vtexperts.com/helpdesk/global-search (Will open in new window)
For assistance or any questions - please contact us via help@vtexperts.com.
5 reviews for Global Search
How to Set workflow upon record deletion (Customization) December 16, 2020 - A very common feature that VTiger users inquire frequently about is, can we set workflows to send an email, update a field, create record, create event etc. upon deletion of a record. Unfortunately, VTiger do not provide this feature by default. That is why, we at VTExperts provide a customized solution for this problem. For example, a user (e.g. administrator) of a VTiger CRM system wants to get notified through mail when any other user of the CRM system deletes a record. By default, this feature is not supported by VTiger CRM and hence this task cannot be performed on default VTiger configurations. This customization gives you a new option to Trigger Workflow on Record Deletion Practical Example for further explanation of this customization and how to use it An Admin user wants to get notified through Email whenever a contact is deleted Workflow Now, we will set the workflow, which will send a notification (in the form of email) whenever a record (Contact) is… Read More
Guide to Upgrade from VTiger 7.1 to 7.2 July 15, 2020 - Upgrading VTiger CRM from version 7.1 to 7.2 is quite similar to the earlier versions. Firstly, you must download the patch file, extract it, make a backup for your files/database and then finally run the migration wizard. Through this article you will be able to migrate your VTiger CRM 7.1 to 7.2.  Note:  You cannot upgrade VTiger CRM directly from version 7.0.1 to 7.2. You have to follow the upgradation path 7.0.1 > 7.1.0> 7.2 Migrating to newer version of VTiger CRM all by yourself is not an easy but doable task. If you have good enough knowledge regarding how migration works, then you will be able to do it by yourself. But if you think your data is too valuable and you do not want to take the risk, then we will suggest you to let our skilled developers and highly experienced team do it for you. Step by… Read More
Customize Global Search In VTiger 7 September 6, 2018 - Global Search can search from all the modules and records and it will show all the matching results. This feature helps you to search entire database and give you the results instead while the standard search will only search record name. How to Customize Global Search Go to Menu > Settings > CRM Settings > Extension Pack > Global Search. Select the module. You can include and exclude certain fields from being searched. In arrange section you can actually arrange in which order the search results will show up. For further help, contact us on help@vtexperts.com we’ll be glad to be of service. Read More
Include Phone, Email (or any other field) in VTiger 7 Search October 18, 2017 - Take a look on how you can search from all the modules and records by using Global Search extension and it will show all the matching results. This feature helps you to search entire database and give you the results instead while the standard search will only search record name. How to Include Phone, Email in VTiger Search First install the extension Global Search form Extension pack for VTiger To include search fields in Global Search. Go to the "CRM Settings". Select the "Other Settings" and click on the "Global Search" Select a module that you want to add the search fields to and select the desired field. Add the field name on the given space to add the field. Search and select the desired field that you want to include in the Global Search. After adding the fields click on the "Save" to save the changes. … Read MoreRelated products
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.
In addition, it includes the ability to specify which fields to search on and what should be the output/result fields. Global Search for VTiger is compatible with VTiger standard & custom modules.
Here are some of the key features that make our extension unique:
- Allows to configure search fields for more efficient searches
- Includes the ability to exclude the modules from the search (for cleaner search results)
- Highlights search terms in search result page
- Custom Email Search (displays email body)
- Search results are displayed on the page (as in previous(5.x) versions of VTiger)
- VTiger 5.4 like Search in VTiger 7 and 6 (was discontinued in 6.x)
- Works with standard and custom modules
- 100% Modular (Does not modify VTiger core files)
- Available on VTiger Marketplace
We provide a unique demo instance for all our extensions. Each demo instance is pre-configured to only show features available for the specific extension. It is likely that some of the standard vTiger modules have been disabled to make the demo more user friendly.
VTiger 7 Demo
Please use credentials below to access the demo.
- Link: https://demo7.VTExperts.com/globalsearch/ (Will open in new window)
- User: demo
- Pass: demo
VTiger 6 Demo
Please use credentials below to access the demo.
- Link: https://demo.VTExperts.com/GlobalSearch/ (Will open in new window)
- User: demo
- Pass: demo
If you are not able to access the demo or find an issue - please send us an email at support@vtexperts.com or via contact form.
All extensions come with an extensive user guide, which includes setup instructions, suggestions as well as usability tips. Please click the link below to access user guide for this extension.
User Guide: https://www.vtexperts.com/helpdesk/global-search (Will open in new window)
For assistance or any questions - please contact us via help@vtexperts.com.
5 reviews for Global Search
-
Working fine. so good extension
-
Its nice to add search in crm
-
I purchased this add-on. Initially had few issues related to my environment setup but Tom and Dinh went above and beyong to help me get it running.
This global search module is amazing, settings are great and customizable and it gets me more than I need for my client’s purpose.
Highly recommended.Keep up the good work guys!
-
It searches in both standard and custom fields. It works great. I am happy to buy it
-
doesnot miss a record searches everything
How to Set workflow upon record deletion (Customization) December 16, 2020 - A very common feature that VTiger users inquire frequently about is, can we set workflows to send an email, update a field, create record, create event etc. upon deletion of a record. Unfortunately, VTiger do not provide this feature by default. That is why, we at VTExperts provide a customized solution for this problem. For example, a user (e.g. administrator) of a VTiger CRM system wants to get notified through mail when any other user of the CRM system deletes a record. By default, this feature is not supported by VTiger CRM and hence this task cannot be performed on default VTiger configurations. This customization gives you a new option to Trigger Workflow on Record Deletion Practical Example for further explanation of this customization and how to use it An Admin user wants to get notified through Email whenever a contact is deleted Workflow Now, we will set the workflow, which will send a notification (in the form of email) whenever a record (Contact) is… Read More Guide to Upgrade from VTiger 7.1 to 7.2 July 15, 2020 - Upgrading VTiger CRM from version 7.1 to 7.2 is quite similar to the earlier versions. Firstly, you must download the patch file, extract it, make a backup for your files/database and then finally run the migration wizard. Through this article you will be able to migrate your VTiger CRM 7.1 to 7.2.  Note:  You cannot upgrade VTiger CRM directly from version 7.0.1 to 7.2. You have to follow the upgradation path 7.0.1 > 7.1.0> 7.2 Migrating to newer version of VTiger CRM all by yourself is not an easy but doable task. If you have good enough knowledge regarding how migration works, then you will be able to do it by yourself. But if you think your data is too valuable and you do not want to take the risk, then we will suggest you to let our skilled developers and highly experienced team do it for you. Step by… Read More Customize Global Search In VTiger 7 September 6, 2018 - Global Search can search from all the modules and records and it will show all the matching results. This feature helps you to search entire database and give you the results instead while the standard search will only search record name. How to Customize Global Search Go to Menu > Settings > CRM Settings > Extension Pack > Global Search. Select the module. You can include and exclude certain fields from being searched. In arrange section you can actually arrange in which order the search results will show up. For further help, contact us on help@vtexperts.com we’ll be glad to be of service. Read More Include Phone, Email (or any other field) in VTiger 7 Search October 18, 2017 - Take a look on how you can search from all the modules and records by using Global Search extension and it will show all the matching results. This feature helps you to search entire database and give you the results instead while the standard search will only search record name. How to Include Phone, Email in VTiger Search First install the extension Global Search form Extension pack for VTiger To include search fields in Global Search. Go to the "CRM Settings". Select the "Other Settings" and click on the "Global Search" Select a module that you want to add the search fields to and select the desired field. Add the field name on the given space to add the field. Search and select the desired field that you want to include in the Global Search. After adding the fields click on the "Save" to save the changes. … Read MoreInformation
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burak (verified owner) –
Working fine. so good extension
Mark (verified owner) –
Its nice to add search in crm
Saad (verified owner) –
I purchased this add-on. Initially had few issues related to my environment setup but Tom and Dinh went above and beyong to help me get it running.
This global search module is amazing, settings are great and customizable and it gets me more than I need for my client’s purpose.
Highly recommended.
Keep up the good work guys!
Angel (verified owner) –
It searches in both standard and custom fields. It works great. I am happy to buy it
Lester (verified owner) –
doesnot miss a record searches everything