Find anything in the CRM with one keyboard shortcut — companies, people, deals, tickets, and more.
The global search palette is the fastest way to find anything in the CRM.
Open the search palette using any of these methods:
The palette searches across all entity types in your CRM, ranked by relevance.
Results are ranked by relevance using trigram similarity, with boosts for exact matches, recently viewed items, and items related to the page you are currently viewing.
Use prefix commands to filter and narrow your search.
| Prefix | Example | Description |
|---|---|---|
in: | in:tickets acme | Search only tickets. Aliases: in:opp, in:deal, in:kb |
tag: | tag:VIP | Filter by tag name across all entities |
owner: | owner:me | Filter by assigned owner |
status: | status:open | Filter by status field |
# | #1234 | Find ticket by number |
Q- | Q-1042 | Find quote by number |
INV- | INV-5001 | Find invoice by number |
in:tickets owner:me status:open expired tokensearches for open tickets assigned to you containing "expired token".Navigate the palette efficiently without touching the mouse.
Access your most-used items without typing anything.
When you open the palette without typing, you see:
To pin an item, hover over a search result and click the pin icon. Pinned items appear at the top of the empty state and can be reordered by dragging.
Search results respect your role's permissions.
The search palette only shows entities your role has permission to view:
Commands (like "Create Company") are also filtered — if you lack the createpermission, the command is hidden from the palette.