Search in IZI CRM Tables and Lists
Search in IZI CRM Tables and Lists
Section titled “Search in IZI CRM Tables and Lists”The search bar is a fast way to find a specific record in a table without scrolling through hundreds of rows. It works by text match: type part of a name, phone, or title — the system shows matches.
What It Is and Why It Matters
Section titled “What It Is and Why It Matters”Search filters visible table rows in real time: as you type, the list narrows. This is faster than filters for pinpointing a known value — no need to open the filter panel and configure conditions.
Where It Appears
Section titled “Where It Appears”- Clients — search by name, phone, email
- Tariffs — search by tariff name
- Products / bar — search by item name
- Staff — find an employee by name
- Transactions — in some sections, search by transaction ID or client name
- Zones and devices — search by PC or zone name
How to Use It
Section titled “How to Use It”- Find the search bar above the table — usually a magnifying glass icon or “Search…” placeholder
- Start typing. The table updates after each character — no need to press Enter
- Enter at least 2–3 characters for precise results: searching “A” alone returns too many matches
- To clear the search — empty the field (the ”×” button or Delete). The table returns to the full list
Business Value
Section titled “Business Value”Search is especially useful for the admin at the front desk: a client says their name — find them instantly, start the session. Or the client recites the last 4 digits of their phone — type them in and get the account immediately.
For owners, search helps with tariffs and products: when the catalog has grown to 30+ items, scrolling takes time — faster to search by keyword.
Related Patterns
Section titled “Related Patterns”- Table Filters — structured filtering by fields when text search isn’t enough
- Date Picker — restricting data by date
- Pagination — navigating large tables
Limitations
Section titled “Limitations”- Search only works on text fields — you can’t search by amount range or date through the search bar
- Some sections have no search bar — only filters
- Search doesn’t persist: clears on page refresh
- If both search and filters are active — only rows matching both conditions are shown
Frequently asked questions
Search doesn't find a client even though they definitely exist — why?
Check: are you in the right club? Use the club switcher in the top menu. Search works within a single club. Also make sure no active filters are hiding the client.
Can I search by part of a phone number — for example, the last 4 digits?
Yes, client search works by substring. Enter any part of the number — the system shows all clients whose phone contains that sequence of digits.
Is search case-sensitive?
No, search is case-insensitive. 'IVAN' and 'ivan' return the same results.
How do I find a transaction if I only remember the approximate amount?
The search bar searches by text, not by range. To search by amount, use filters — there you can set a 'from ... to ...' range.