by NS-Team

With the Accounts Search add-on for SuiteCRM, users can search for data using the various account fields in related modules.

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Have you ever dreamed of being able to use account fields when searching for contacts, opportunities, quotes, or cases?

Accounts Search solves that problem without any PHP coding, enabling you to:

  • Search for contacts where account type is customer and industry is Telecom
  • Search for cases where account strategic customer checkbox is checked

A configuration page allows you to define which search field you need in any module related to accounts (including custom modules):

Configuration page

The search pages will automatically be updated:

Search page

The following field types are supported:

  • Text fields
  • Dropdown fields
  • Checkboxes
  • Relate fields
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