Global Search
Gordon CRM includes a global search palette that lets you find anything in your workspace without navigating through pages. Whether you're looking for a contact, a deal, or a broadcast you drafted last week, search gets you there in seconds.
Opening Search
There are two ways to open the search palette:
- Keyboard shortcut — Press ⌘K (Mac) or Ctrl+K (Windows) from anywhere in the dashboard.
- Top bar button — Click the Search… button in the header bar (visible on both desktop and mobile).
The palette opens as a centered dialog. Start typing to search — results appear instantly.
What You Can Search
Search queries all of the following entity types in a single lookup:
| Entity | Fields Searched | Result Shows |
|---|---|---|
| Contacts | Name, email, phone | Full name (or email if no name), email address |
| Companies | Name, domain, phone | Company name, domain |
| Deals | Title | Deal title, current stage name |
| Events | Name, location | Event name, location |
| Tasks | Title | Task title, status (Open or Completed) |
| Broadcasts | Subject line | Subject, status (Draft, Sent, Failed, etc.) |
| Forms | Name | Form name |
| Notes | Note text | Note preview (truncated), linked contact name |
Each entity type returns up to 5 results (notes return up to 3 per note type), grouped under section headers with entity-specific icons. Results are ordered by most recently updated.
The search requires at least 2 characters before executing. Shorter queries return no results.
Module-Aware Results
If the Companies or Deals modules are disabled for your workspace, those entity types are automatically excluded from search results. Appointment notes are also excluded when the Appointments module is disabled.
See Module Toggles for details on enabling and disabling modules.
Keyboard Navigation
The search palette is fully keyboard-driven:
| Key | Action |
|---|---|
| ↑ ↓ | Navigate between results |
| ↵ (Enter) | Open the selected result |
| Esc | Close the search palette |
Task Deep-Linking
When you select a task from search results, Gordon CRM navigates to the Tasks page and
automatically opens the task detail dialog for that specific task. This is different from
other entity types, which navigate directly to a dedicated detail page — tasks use a list-based
layout with a detail dialog overlay, so the search palette deep-links into it via a URL
parameter (?taskId=).
Empty State
When no search query has been entered, the palette displays navigation shortcuts to commonly used pages — a quick way to jump to Contacts, Events, or other sections without using the sidebar.