Global Search

A VTiger Extension 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. VTiger Global Search is compatible with VTiger standard & custom modules.

Global search full result window appears as following

 

Configuration

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In the extension’s configuration section, there are 2 tabs:

1. Fields

2. Arrange Modules

3. Quick Search

1. Fields

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Select the Module: dropdown list contains all the modules with available fields for global search

Once you select the desired modules, Following window will open

 

Function Description

1

 Include modules in global search Check the box to include the Corresponding Module in your Global search results
2 Select fields to search Specify the fields, that you want to be searched by the Global Search. If no fields are selected – it will use the fields from “All” filter
3 Select fields to show
 Specify the fields, that you want to be shown in the Global Search results. If no fields are selected – it will use the fields from “All” filter
4 Enable in Quick Search
 Check the box to include the Corresponding Module in your Quick search results
5 Select fields to search Specify the fields, that you want to be searched by the Quick Search. If no fields are selected – it will use fields that are header fields.
6 Select fields to Show
 Specify the fields, that you want to be shown in the Quick Search results. If no fields are selected – it will use the fields from “All” filter
Note: Keeping less fields in the search will reduce the load on server.

2. Arrange Modules

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In this section, you can arrange the modules how they will be displayed in the search result. Simply drag and drop a module up or down to reorder the list. The search result will display the modules exactly in the configured arrangement.

3. Quick Search

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Quick search is a recently added search functions, It  starts showing you the results while you are typing. Quick search appears as following image

 

On selecting the Quick search following window will appear

Function Description

1

 Search Method
 The methodology used for searching the results can be changed using this function. This extension provides you two kind of search methodologies

  1. Contains: It will show all the entries which contain the word that are you searching no matter where they fall in the search results. For example if you search word “Rob” then it will show all the results in which Rob is included e.g. Rob Greenway, Alice Roberts, Tech Robots etc.
  2. Starts with: This methodology will only show display you the entries which start with the searched word. For example if you search word “” Rob” then in this case it will show you only Rob Greenway.
2 Limit per module You can put a limit on the number of searched results displayed from each module using this function.