How VTiger results appear
When you search in Section 0 (Client Lookup), results from VTiger CRM appear as cards with a yellow CRM badge in the top-right corner. This badge distinguishes CRM results from Data Warehouse results (blue Warehouse badge) and Jira results (purple Jira badge). Each CRM card shows:- CRM Organization Name — the account the contact belongs to
- Contact name — the contact’s full name as stored in CRM
- Email address — the contact’s primary email
Search modes
VTiger CRM supports two ways to find a client.Search by email
Type the client’s email address into the email lookup field. The tool searches the Contacts module for an exact match and returns the contact’s name, organization, and email address.Search by organization name
Type a company name into the organization name field. The tool searches CRM Accounts using a partial match, so you do not need to type the full company name. For each matching account, up to five associated contacts are returned.Smart matching
CRM results are filtered so you only see relevant matches. The tool removes false positives caused by generic company suffixes. For example, searching for “ZTEK Tech” will not return unrelated companies that only share common words like “Pte” or “Ltd” — only organizations whose meaningful words overlap with your query are shown.VTiger CRM search is read-only. No data is written back to CRM from GLAC Quote Tool. Selecting a CRM result only populates the quote form in this tool — it does not create or modify any record in VTiger.