by Susan Clark | Sep 13, 2018 | Business, Business Process, Human Resources, Searching, Training
urrounding yourself with smart, capable team members to help your business grow is one of the smartest decisions a business owner can make. But it can feel like sorting through a haystack for that proverbial needle. It takes diligence, patience, and a whole lot of...
by Susan Clark | Jul 26, 2018 | Searching
There are quite few ways you can search your database to locate the records you are looking for. In this tutorial, we go over the simplest to the most complex ways of finding records. In addition to simple searches, I cover finding records with Open, Won or Lost...
by Susan Clark | Jun 12, 2014 | Home, Searching, Tips
The Global Search option in Zoho CRM is nice if you are not exactly sure where something is stored in your database. Most commonly, Zoho CRM users will use the Global Search option, because it is so predominantly displayed at the top right of the screen. This option...
by Susan Clark | Feb 18, 2014 | Searching, Tips
When you start a search in your Zoho database, a list of all records that match your criteria displays in a list view. The columns displayed in that resulting list view are dependent on the view that you started the query from. For example, if you started the search...
by Susan Clark | Feb 1, 2014 | Searching
Sometimes we get so used to looking at something that we miss what is right in front of us. For example, have you noticed that Recent Items icon at the bottom right of the Zoho CRM screen? This is one of my favorite areas to click in Zoho. It remembers the last 20...
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