How do I find anything fast?
Click Search at the top of your team app, or press ⌘K (Ctrl K on Windows). Type a few letters to create something, go to a page or open a record.
Click Search at the top of your team app, or press ⌘K on a Mac (Ctrl K on Windows). One box lets you create something, go to a page, or open a customer, company, deal, quote or invoice.
Also called: search bar, quick search, command bar, shortcut, find a record, go to page, recherche, rechercher, barre de recherche, raccourci
Step 1: Open the search
Click Search at the top of the page. On a phone, tap the magnifying glass. You can also press ⌘K (or Ctrl K) from any page.
Click: Search
Step 2: Pick what to do
With nothing typed, you see two lists:
Create: New customer, New quote, New invoice or New task. You only see the ones you're allowed to make.
Go to: every page in your menu, like Dashboard or Settings.
Step 3: Type to find a record
Type at least 2 letters. The search shows the best matches under Customers, Companies and Deals. To find a quote or an invoice, type its number, like 1042 or #1042. Use the arrow keys to move and Enter to open, or click a line. Esc closes the search.
Step 4: Ask Alori when it's not there
At the bottom, under Not what you wanted?, click Ask Alori: followed by what you typed. Alori opens with your words, ready to help.
Click: Ask Alori: …
Good to know
You only see what your role lets you see.
A customer line shows their email, phone or address under the name, so you can tell two people apart.
If it doesn't work
Nothing shows under Customers. Type a few more letters. One letter isn't enough.
A quote or invoice doesn't come up. Type only its number, without other words.
You don't see New quote or New invoice. Your role can't create them, or your app doesn't have that tool. Ask the owner.