Step-by-Step Guide to Global Search in Horilla CRM

In a CRM system, data is stored across multiple modules. As records increase, finding specific information quickly becomes important for daily operations. Instead of manually opening each module and applying filters, Horilla CRM provides a Global Search feature that allows users to search across the system from a single search bar.

Global Search helps users instantly locate matching records and view them in an organized, module-wise format. This guide explains how to use the feature clearly and efficiently.

Step 1: Locate the Global Search Bar

After logging in to Horilla CRM:

• Go to the top header section.
• Identify the search field with the search icon.
• Click inside the search input box.

The search bar is accessible from most pages, allowing you to perform a search at any time without navigating to a specific module first.

Step 2: Enter a Keyword

• Type the keyword you want to search.
• The system automatically starts searching as you type.
• Pressing Enter is not required.

You can enter:

• A full record name
• A partial word
• A reference value
• Any relevant keyword stored in records

The system matches the entered text with available records across enabled modules.

Step 3: View the Search Results Page

Once the keyword is entered:

• The system redirects you to the Search Results page.
• A search label displays the keyword used.
• Matching records are shown in a structured table format.

This page consolidates all relevant results into one location, making it easier to review data.

Step 4: Understand the Results Layout

The results page typically contains:

• A main table displaying records.
• Column headers based on the selected module.
• A side panel listing modules with matching results.
• A search indicator showing the active keyword.

The table structure changes depending on which module is selected, ensuring that only relevant fields are displayed.

Step 5: Review Module-Wise Results

On the right side of the page:

• You will see a list of modules containing matching records.
• Each module shows the total number of results.
• Only modules with data appear in this panel.
• Modules without matches are not displayed.

Although the search works across all enabled modules, only those with relevant results will be visible. This keeps the interface clean and focused.

Step 6: Switch Between Modules

To view records from a specific module:

• Click on the module name in the right-side panel.
• The results table refreshes automatically.
• Only records from the selected module are shown.

You can move between modules without retyping the keyword, which makes reviewing related data faster.

Step 7: Open a Record

To view complete details:

• Click on a record name from the table.
• The system opens the detailed view page.
• You can review or update the record based on your permissions.

This allows you to take action immediately after locating the required data.

Step 8: Clear the Search

To remove the current search:

• Click the close (X) button near the search indicator.
• The keyword is cleared.
• The system returns to the normal view.

You can then enter a new keyword and repeat the process.

Best Practices for Effective Searching

To improve search accuracy:

1. Use specific keywords instead of very broad terms.
2. Try partial words if unsure about exact spelling.
3. Switch between modules to review related information.
4. Use sorting to quickly identify the correct record.
5. Clear previous searches before starting a new one.

These practices help you get precise and faster results.

Global Search in Horilla CRM simplifies the process of locating records across the system. By entering a keyword once, users can view organized, module-wise results without navigating through multiple screens. 

The ability to switch between modules, sort records, and open details directly from the results page improves efficiency and reduces time spent searching manually. Whether managing customer information, reviewing campaign data, or checking user records, Global Search ensures quick and structured access to system-wide data.

By following the steps outlined above, users can confidently use Global Search to streamline their workflow and enhance productivity within Horilla CRM.