How to Use Search

The global search lets you find anything in your workspace — clients, invoices, projects, tasks, proposals, contracts, and more — all from one search bar.

Using the Search Bar

Click the search icon in the top navigation bar or press the keyboard shortcut. Type your query to search across:

• Clients — Search by name, email, or company.
• Invoices — Search by invoice number or amount.
• Projects — Search by project name.
• Tasks — Search by task title.
• Proposals — Search by proposal number or title.
• Contracts — Search by contract title.
• Leads — Search by lead name or company.

Search Results

Results are grouped by type and show the most relevant matches. Click on any result to navigate directly to that item's detail page.

Tips for Better Searches

• Use specific terms for more accurate results.
• Search by invoice numbers for quick access to specific invoices.
• Search by client name to see all related items across the workspace.