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
For defining [Module] Search Layout.
Enter the Search Layout name.
Enter the Search Layout description.
To set the search fields of the [Module].
Select Restrict Search Field and Search Input Field from the list of Available Fields using arrows.
Select the Quick Search Field from the drop-down list.
Select the radio button as a Normal or Multi-selection.
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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