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Finding anything: search and keyboard shortcuts
Web and mobile1 min readUpdated
Press ⌘K — Ctrl+K on Windows — from any page and type the first letters of a name, a street, a unit number or a quote number; results come back grouped by what they are and open from the keyboard.
One box
Type the first letters of a name, a street, a unit number or a quote number. Matches come back grouped by what they are — customers, properties, quotes, visits — and each row carries enough to tell two Johnsons apart: the email on a customer, the total on a quote, the date on a visit.
The pages you are allowed to open are in the same list, so it navigates as much as it searches.
The keyboard
| Key | What it does |
|---|---|
| ⌘K / Ctrl+K | Open search, from any page |
| ↑ ↓ | Move the highlight |
| Enter | Open what it is on |
| Esc | Close, and go back exactly where you were |
The whole thing works without reaching for the mouse, which is the difference between a search box you use and one you forget about.
It is not a way around a permission
Search only ever shows what your role and your locations already cover. It returns fewer results for a read-only user in one branch than for an owner across all of them — quietly, without announcing the existence of what it is not showing. See Team, roles and permissions.
On the phone
The same search is in the phone app, over the same records.