Can I customize search? Need to add more fields for search?
Yes, you can customize your search.
Goto Setup >Tab Settings >Search Layout >select the module/tab >edit and select the fields that you would like to search.
Please Note: You cannot select more than 6 fields.
Related Articles
Can I add new fields to the forms Accounts, Requests, Contacts, etc? Can I add new fields to the forms Accounts, Requests, Contacts, etc? Can I add new fields to the forms Accounts, Requests, Contacts, etc? Can I add new fields to the forms Accounts, Requests, Contacts, etc? Can I add new fields to
Yes, you can add new fields to the forms of all modules (Requests, Solutions, Contacts, Contracts, Accounts, Products and Tasks). To add new fields, Goto Setup > [Module] Settings > Fields List > New Custom Field > Select Field type > name the field ...
Can I hide fields for Support Agents?
You can hide fields using Field Level Security. Goto Setup > Admin Settings > Field Level Security Select the profile name, module and uncheck the fields you want to hide and Save. To create Profile Goto Setup > Admin Settings > Profiles > Add New ...
Can't receive invitation and notification mails from Zoho Support. Need Public IP details to add in customer's mail server
Customers need to allow the following IPs in their firewalls or in SPF records to allow invitations/notiification mails from Zoho Support to reach their servers SMTP server public IPs: 1. 72.5.230.66 2. 72.5.230.67 ZOHO public IP: 1. 72.5.230.103
How do I customize Customer Portal home screen?
You can completely customize your Customer Portal Home screen by adding Widgets and Sections based on your requirements. You can also choose to hide or show the default widgets and sections in the portal. To enable these customizations, Goto Setup > ...
How do I add Customer Portal for my organization?
Customer Portal is automatically enabled if you add Portal Users. To add portal users: Goto Setup > Customer Portal Settings > Customer Portal User > Add Portal User. Also, you can add a contact as portal user. Just open an added contact and click ...