Getting started
Find anything with search (Cmd+K)
Find any person, invoice, booking, board, document, upload, email or page from anywhere.
The steps at a glance
Step 1 of 3
Tap the search box at the top, or press Cmd+K (Mac) or Ctrl+K (Windows).
Type a name, phone number, invoice number or a page like “settings”. Guides show up too.
Tap a result, or use the arrow keys and press Enter.
✅ How do I know it worked?
- The result opens straight away.
⚠️ Common mistakes
ProblemIt says “Keep typing — at least 2 letters.”FixType at least two letters.
ProblemYou can't find someone a colleague can.FixSearch follows your role. Some records are only visible to managers.