Global search

Global search takes you straight to what you are looking for, from any dashboard screen, without opening each section.

How to use it

1. On a computer, press Ctrl+K (on Mac, Cmd+K). On your phone, tap the magnifier in the top bar.
2. Type what you are looking for: a name, a phone number, an email or a task code.
3. Move through the results with the arrow keys, press Enter to open a result and Escape to close.

Results are grouped by type —Customers, Conversations, Tasks, Resources and Services— and empty groups are hidden. Each result opens its screen: a task opens its dialog directly.

What it searches

• Customers: name, phone or email.
• Conversations: by customer or by the latest message.
• Tasks: by customer, service or code (the short prefix you see on the task).
• Resources and services: by name.

Who sees what

Results respect your role: staff and read-only roles do not see customers, resources or services, and staff only see the conversations and tasks they can already see on their screens, with sensitive data masked. Search never shows money and does not log what you typed. If one group is too slow, it is skipped and the rest of the results still appear.