Using Global Search
Click the search bar at the top of any page, or press Cmd+K (Mac) / Ctrl+K (Windows/Linux) to open search. Type at least 3 characters to start seeing results.Global search requires a minimum of 3 characters before returning results. This ensures relevant matches and keeps search fast.
Searchable Entity Types
Global search finds results across the following entity types:| Entity | What’s Searched |
|---|---|
| Accounts | Account name |
| Contacts | Contact name, email address |
Search Results
Results are grouped by entity type and ranked by relevance. Each result shows:- Entity type indicator (icon)
- Name of the matching record
- Secondary information (e.g., email for contacts)
Navigating Results
- Click on any result to navigate directly to that record’s detail page
- Use the arrow keys to move through results
- Press Enter to open the selected result
Search Tips
- Search is case-insensitive — “acme” and “Acme” return the same results
- Search by email address to quickly find a contact
- Search by account name to jump directly to an account page