The great thing about vTiger is that it can store so much Contact information. But if you can’t find the Contacts you need, or you can’t find them quickly, then this data becomes useless.
Fortunately, there are a number of ways to search in vTiger.
By default there is a search bar at the top of every vTiger page that can do basic search. For a quick search, like a first name or a last name, this will do the trick. If you expect a lot of results, clicking the little hammer and wrench icon in the search field will let you narrow down which modules are searched. The toolbar searches each field for your query, but it doesn’t combine fields, so full names don’t work.
The search toolbar appears at the top of every page
If you need to search a specific field, open the Contacts page and click the magnifying glass in the toolbar to open the Basic search. You can search any field by selecting it in the drop-down menu.
Basic search doesn’t offer much more than the toolbar at the top of every page. If you need to search multiple fields (i.e. a full name), you’ll need to click ‘Advanced Search’ on the left-hand side of the Basic search form.
Basic Search can search a specific field
Advanced search allows us to search multiple fields. Click ‘More’ and ‘Fewer’ to add or remove fields. At the top of the form you can choose to match any or all fields. For instance you can search for all Contacts in Illinois or Kansas; or you can search for all Contacts in Chicago and assigned to a specific user.
Search multiple fields in Advanced Search
For information about our customized search or any other vTiger customizations visit Boru's website.
A comparison of the default advanced search and Boru's Custom Search form
