Global Search
The global search palette allows you to find information in your workspace quickly from any page in the dashboard. Whether you need to locate a contact, open a deal, or view a task, you can search and navigate directly to it.
[SCREENSHOT PLACEHOLDER: Global search palette showing search results]
Opening the Search Palette
You can open the search palette at any time using either of these methods:
- Keyboard Shortcut: Press ⌘K on macOS or Ctrl+K on Windows/Linux.
- Header Search Bar: Click the Search… field in the top header.
When the search palette opens, start typing your query. Results update in real time as you type.
Supported Search Entities
The global search palette searches across multiple types of information simultaneously:
| Entity | Fields Searched | Information Displayed |
|---|---|---|
| Contacts | Name, email address, phone number | Full name and email address |
| Companies | Company name, domain name, phone number | Company name and website domain |
| Deals | Title | Deal title and its current pipeline stage |
| Events | Name, location | Event title and location |
| Tasks | Title | Task title and status (such as Open or Completed) |
| Broadcasts | Subject line | Subject and status (such as Draft or Sent) |
| Forms | Name | Form title |
| Notes | Note text | A preview of the note and the associated contact or parent item's name |
Each section displays up to five results (and up to three results per note type), ordered by the most recently updated items.
Note: You must enter at least two characters to trigger a search. Shorter queries do not return results.
How Modules Affect Search
The search palette automatically respects the features enabled for your workspace. If an optional module—such as Companies, Deals, or Appointments—is disabled, those entity types and associated notes are automatically excluded from your search results.
For more details on managing these features, see Workspace Settings.
Keyboard Navigation Shortcuts
You can navigate through search results entirely using your keyboard:
| Key | Action |
|---|---|
| ↑ and ↓ | Move the selection up and down through the search results |
| Enter (↵) | Open the selected item |
| Esc | Close the search palette |
Accessing Tasks from Search
When you select a task from the search results, the system automatically redirects you to the main Tasks section and opens the detailed view of that specific task. This allows you to view or edit task details immediately without having to locate the task manually in your list.
Default Navigation Shortcuts
When the search palette is open but empty, it displays a list of quick navigation shortcuts. You can use these links to jump directly to primary sections—such as Contacts, Events, or Broadcasts—without using the main sidebar menu.
Permissions
All users in your workspace can use the global search palette. Search results only display information from within your active workspace.
| Workspace Role | Search Workspace Data |
|---|---|
| Owner | ✅ |
| Admin | ✅ |
| Member | ✅ |
Related
- Tasks — Manage and view your team's checklist items
- Workspace Settings — Workspace administration and role settings
- Technical Reference: Settings — Technical overview of settings and search deep-linking