Searching the portal

A search box in the top bar that looks across customers, contacts, leads, projects, tasks, tickets, invoices, estimates, proposals and contracts at once.

When you would use this: you know roughly what you are looking for — a customer's name, a document number, a ticket subject — but not which list it lives in.

Steps: type at least two characters into the box. A short list of matches appears grouped by type as you type; press enter, or choose "view all results", to open the full search page with more of each. Select a result to go straight to it.

What each option means: typing an exact document number (an invoice number, for instance) finds that one first, ahead of anything that merely contains the same digits elsewhere.

What happens next: opening a result takes you to that record's own screen.

When it refuses: search only ever shows you what your own lists would — a customer, invoice or ticket you are not allowed to read does not appear in search either, so a colleague's search and yours can turn up different results for the same words. If you expected to find something and did not, that is very likely a permission you do not hold rather than something search has missed; ask an Owner or Admin if you think you should see it.