Search for anything

One box finds contacts, orders, products, email and settings by name, phone number, order number or date.

The search at the top of every screen looks through everything you are allowed to see at once: contacts, leads, quotes, orders, products, payments, tasks, employees, knowledge base articles, email and more.

Steps

  1. Press the search box at the top of the screen (the magnifying glass on a phone), or press Ctrl K (⌘K on a Mac) from anywhere. / works too when you are not typing in a box.
  2. Type a name, a phone number, an order number, an email address or a date.
  3. Results come grouped by kind. Use the arrow keys and Enter, or press a result.
  4. To see every match of one kind, press All in that kind.
  5. Press Esc to close.

Good to know

  • With the box empty you see Recently opened, the records you opened last.
  • Scanning or typing a label's code finds the product, the tagged unit or the order it belongs to.
  • Settings are in the results too: type "tax" or "deposit" and the setting's page shows under Settings, with the right tab.
  • Settings has its own Search settings box on its home page and down the side of every settings page.
  • A module your company switched off is left out of search. See Modules and fields.

If something goes wrong

  • Somebody you know is there does not show. Search only shows what your role may read. A sales rep who sees only their own leads does not find a colleague's.
Still stuck? Tell us what you pressed and what you saw. A person reads every message.
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