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Search opens a page or finds a record from one box. It is for company users and MSP staff. It shows a short set of matches, not a full list, so use a module’s own filters when you need every record.

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Before you start

  • You need to be signed in on a page that shows the top bar. Public links and embedded pages do not have Search.
  • Results depend on your role, the selected company, and your connected integrations. Your MSP manages company access.
  • Deep Search notes are for MSP staff only.

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Find a page or record

1

Open Search

Click Search in the top bar. Or press Ctrl+K on Windows and Linux, or Option+K on Mac, while your cursor is not in a text field.
2

Type a specific term

Type a page name such as User Settings, or a record title or number. Results load as you type. If the whole phrase finds nothing, try a shorter, distinctive word. Ticket search needs at least 3 characters.
3

Check the category and destination

Results are grouped by category. Read each title and subtitle so you pick the right page or record.
4

Open the result

Click the result, or use the Up and Down arrow keys and press Enter. To keep your current page open, open the result in a new tab from your browser’s right-click menu.
5

Close Search without opening anything

Press Esc. Opening and closing Search does not save anything on the page underneath. Finish or cancel any open edit before you open a result.
1

Open Search

Click Search in the top bar.
2

Turn on Deep Search

Click Deep Search in the footer of the palette. The search box now reads Search everything including notes….
3

Enter your term

Type or retype your term after you switch modes.
4

Open a note result

Notes results show a snippet of the matching text. Click a result to open the ticket, meeting, Planner item, or project that holds the note.
5

Turn it off (optional)

Click Deep Search again. Your choice is remembered in this browser, so it stays on until you turn it off.
Deep Search adds indexed ticket, meeting, Planner, and project notes. It is a record search, not an AI request, and it does not search product guides.

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What Search can find

Depending on your access and integrations, results can include these categories. Search normally returns up to five matches per category. The count shows what was returned, not how many records exist. A company selection narrows record searches but does not remove navigation links. A result does not grant extra access, because the page you open can still require permission. Documentation results are records in your portal’s Documentation area. For product how-to instructions, use the page’s Help entry or ask the Home assistant.

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Troubleshooting

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Frequently asked questions

No. It returns a limited set per category. Refine the term or use the module’s own search and filters.
No. Typing a term only reads results. Opening a result navigates to it and does not submit a form you were editing.
Permissions, company selection, connected services, and available records can differ between users.
No. It searches indexed record notes. Use Help or the Home assistant for product instructions.
No. The preference is remembered in the same browser. Another browser can have a different setting.