Search Bar in List View

The search bar in the List View is a unique feature on its own. It is one of a kind because it filters, searches, and delivers the result in a very intelligent way.

The search bar helps you search for a record as well as filter the rest of the records using field names that you specify. This feature comes in very handy if you have a large number of records in the CRM.

 The functionality of the search bar

The search functionality is based on the keywords that you type. It also tries to match your keyword to the fields available in the List View columns and creates a filter for you.

When you start typing in the search field, the system tries to identify the words and auto-suggests a list of all the available filters. It matches your search phrases to the values in the picklist or multi-select field options. You can use these filters to find the desired records.

You can have more than one filter to sort and find your choice of records.

If you search multiple times on the same field, then sorting happens based on the OR condition but if you search in different fields then the sorting happens based on the AND condition.

If your search includes:

• A character that is a part of a picklist, then those fields are displayed first.
• A ‘Yes’ or ‘No’, then the checkbox fields are displayed.
• An integer, or a decimal, then you will see multiple less than, equals to, and greater than options along with the currency, integer, and decimal fields in the filter.
• The ‘@’ character, then the email field is displayed first in the filter options.
• A ‘+’ character, then phone number fields are given priority in the filter options and then the rest.
• A date, then the following fields are displayed in the filter options:
  • Today
  • Tomorrow
  • Yesterday
  • Previous Financial year
  • Current Financial year
  • Next Financial Year
  • Previous Financial Quarter
  • Current Financial Quarter
  • Next Financial Quarter
  • Last Week
  • Current Week
  • Next Week
  • Last Month
  • Current Month
  • Next Month
  • Last 7 days
  • Last 14 days
  • Last 30 days
  • Last 90 days
  • Last 120 days
  • Next 7 days
  • Next 14 days
  • Next 30 days
  • Next 90 days
  • Next 120 days

At last, the matching field labels are shown.