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To Create a Search Layout for the Module in CRM

To Create a Search Layout for the Module in CRM


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


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


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


Field Specification of [Module] Search Layout

Define layout

For defining [Module] Search Layout.

Layout Name

Enter the Search Layout name.


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.


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


5. Click Finish.


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