Global Search

Why this matters#

Global search is the fastest way to jump to a contact, quote, job, or other record—especially once you have lots of data.

Open search#

• Press ⌘K (Mac) or Ctrl+K (Windows).
• Or press / when not focused in a text input.

What you can do#

• Search across key record types (contacts, jobs, quotes, etc.).
• Jump directly to a record.

Example searches#

• Contact name (e.g. “Smith Plumbing”)
• Quote number / job reference (if you use numbering)
• Partial address
• Email (where supported)

Tips#

• Use a unique part of a name, reference number, or address.
• Keep a consistent naming convention for contacts and jobs to make search more reliable.

Troubleshooting#

Search returns no results#

• Confirm you have access to that module (permissions).
• Try a shorter keyword (e.g. only the last name).

Search opens but keyboard shortcut doesn’t work#

• Some browser extensions can intercept shortcuts.
• Click outside inputs and try again.