Vtiger 7 Feature: Search Related Module Fields with a Custom List View

You can view related module fields in the list view search of another module by creating a custom list (filter).  This could have a wide range of benefits for your search capabilities. 

Confused about what it means?  See the example below of the ‘Organization Name – Shipping Address’ field in a ‘Contacts’ list view search.

Keep in mind: 

  • This is a custom list, so to search the related module fields you have to click on that list name

 

Contact us to learn more or for help with your Vtiger CRM!

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