Finding things fast
Search everything from the menu and jump anywhere with the command palette.
Updated 23 September 2026
On this page
- Why
- Finding a record should take one box, not a hunt through areas.
- How
- Press Search at the top of the menu, or Ctrl and K (Cmd and K on a Mac) anywhere.
Press Search and the row becomes a box in place. Type at least two characters and results appear grouped by type: products, customers, service items, quotes, orders and requests. Where a type has more than it shows, All with the count opens that area filtered to your term. The arrow beside the box, Back to the menu, returns to the menu.
A link to /app/search?q= opens this same search with the term typed in, so old bookmarks still work.
The command palette
Ctrl and K opens it on any screen. It offers actions such as New request, New quote, New customer, Import products and Restart tour, and jumps to any area or view you have. It is keyboard first throughout.
Which to reach for
| You want to | Use |
|---|---|
| Get somewhere or start something | The command palette |
| See every record that mentions a term | Search in the menu |
| Find an earlier conversation with the AI | Recents in the menu, or All chats beside it to search every one |
| Browse the catalogue by attribute | The Catalogue's filter rail, built from your own fields |
The account button at the foot of the menu, showing your organisation's name, opens Settings, Ask for help, Support, Documentation, the theme switch and Log out. The palette offers Documentation too.
Related
- The first run and the toursKnow what the first run shows you, how each area explains itself and how to replay any of it.
- The AI interfaceUse the one AI input: pick the right mode, find past threads and know what it can do in your workspace.
- CatalogueFind where products, schemas, imports and pricing rules live, and which products bring each view.