Global Search

The Global Search bar lets you find records across your entire CRM from a single input field. No need to navigate to a specific module first — just type and find.

Global Search Overview

Global search is a cross-module search that queries multiple record types simultaneously. It is the fastest way to find a specific lead, contact, account, opportunity, or product when you know a name, email, or keyword.

How to Use

1. Click the search bar in the header (or press / to focus it).
2. Start typing your search query — a name, email address, phone number, company name, or keyword.
3. Results appear in a dropdown below the search bar as you type.
4. Results are grouped by module (Contacts, Leads, Accounts, Opportunities, Products).
5. Click a result to navigate directly to that record's detail page.

tip

Type at least 2-3 characters to trigger results. The search is fuzzy and tolerates minor typos, but more specific queries produce better results.

Searchable Modules

Global search covers the following modules:

Module	Searchable Fields
Contacts	First name, last name, email, phone, company
Leads	Lead name, email, phone, company
Accounts	Account name, website, phone, email
Opportunities	Opportunity name, account name
Products	Product name, product code

Search Results Navigation

The results dropdown organizes matches by module with a section header for each:

CONTACTS (3 results)
  Jane Smith — jane@acme.com
  John Smith — john@globex.com
  Jane Doe — jane.doe@example.com

LEADS (1 result)
  Acme Corp Inquiry — jane@acme.com

ACCOUNTS (1 result)
  Acme Corporation — acme.com

• Each result shows the record name and a key identifying field (email, phone, or website)
• Click any result to open the record
• If there are many results, the dropdown shows the top matches with a "View all results" link

info

Search results are filtered by your permissions. You will only see records you have access to view, based on your role, record access settings, and data scope.

Best Practices

1. Search by email for the most precise results — email addresses are unique identifiers
2. Search by company name to find all records related to an organization
3. Use full names when searching for contacts to avoid too many results
4. Use the module-specific search (within a module's list view) when you need advanced filtering — global search is for quick lookups