Search
Select the search icon in the top navigation. Enter between 2 and 200 characters to search the current workspace.
Search client and lead names, email addresses or companies; project and task names or descriptions; and proposal or contract titles and client names. For an invoice, enter its numeric number without the prefix, or search its client name or notes. Amount searches are not supported.
Results are grouped by record type and restricted to your permissions and workspace features. Live search shows up to five matches per type; the full search page shows up to twenty. Select a result to open it. Use a more specific term when the result limit is reached.