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DocsGlobal Search
Find anything in the CRM with one keyboard shortcut: companies, people, deals, tickets, and more.
Open the search palette using any of these methods:
- Keyboard shortcut: Cmd+K on Mac or Ctrl+K on Windows/Linux
- Dynamic Island: Click the search pill in the top-right floating bar
- Phone: On Home, Deals and most other pages, tap the round blue search button floating above the bottom navigation. On My Work, Team Chat, Email, Calendar and the Service inbox that floating button creates or composes instead. On My Work and Email, tap the search icon in the page's own header; on Email it opens this palette rather than the inbox's own mail search. On Calendar the one search in the header looks only through your events and bookings, so on Calendar use the navigation menu's search: the search icon at the top of the More sheet, which works from any page. On Team Chat and the Service inbox, the search that belongs to the page looks only through that page's conversations or tickets; to search everything from there, tap the header's other search icon, announced as Search everything, or use the same search icon in the More sheet
Companies
People
Opportunities
Tickets
KB Articles
Products
Quotes
Invoices
Projects
Tasks
Activities
Campaigns
Feedback
Workflows
AI Agents
Emails
Messages
Files
Drive Files
Saved Views
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.
The search respects your role permissions. You will only see entities you have permission to view. For example, a Sales Rep with "own" scope will only see their assigned deals.
| 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 |
You can combine prefixes:
in:tickets owner:me status:open expired token searches for open tickets assigned to you containing "expired token".Open / close the search paletteCmd+K
Close the paletteEsc
Navigate between resultsUp+Down
Open the selected resultEnter
Open the selected result in a new tabCmd+Enter
Jump to the 1st through 9th resultCmd+1-9
Close when the search field is emptyBackspace
Note: Cmd+1-9 overrides Chrome's tab-switching shortcut while the palette is open. Your browser tabs are not affected.
When you open the palette without typing, you see:
- Pinned items: up to 10 items you have pinned for quick access
- Recently viewed: the last 10 entities you visited
- Your open work: open tickets, upcoming deals, and overdue tasks assigned to you
- Commands: create, navigate, and toggle shortcuts
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.
The search palette only shows entities your role has permission to view:
- All scope: see all records in the organization
- Team scope: see records assigned to you or your teammates
- Own scope: see only records assigned to you
- None: the entity type is hidden from search
Commands (like "Create Company") are also filtered: if you lack the createpermission, the command is hidden from the palette.