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To Create a Search Layout for the Module in CRM

To Create a Search Layout for the Module in CRM

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1. Go to settings of CentraHub CRM. Type Search Layout in the search box on the left side of the screen.

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2. From the drop-down list of Module Customization, click on the [Module] Search Layout. (Module: Account, Lead, Booking, etc.)

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3. Click on New Search Layout button on the [Module] Search Layouts List page.

4. On the [Module] Search Layout page, enter the relevant details

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Field Specification of [Module] Search Layout

Define layout

For defining [Module] Search Layout.

Layout Name

Enter the Search Layout name.

Description

Enter the Search Layout description.

Search Fields

To set the search fields of the [Module].

Available Fields

Select Restrict Search Field and Search Input Field from the list of Available Fields using arrows.

Quick Search

Select the Quick Search Field from the drop-down list.

Advance properties for inputs

Select the radio button as a Normal or Multi-selection.

Result Fields:

Result Field is used for interlinking one module with another by creating a lookup window for the fields.

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Select from the Available Fields list to show them in the Lookup Window Field.

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5. Click Finish.

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