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Overview

Universal Search is a command palette that lets you find anything in MSPortal from a single search bar. Press Cmd+K (Mac) or Ctrl+K (Windows/Linux) from anywhere in the app to open it, type your query, and jump directly to the result. There are two ways to open Universal Search:
Press Cmd+K (Mac) or Ctrl+K (Windows/Linux) from any page in MSPortal. Press it again to close.

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Searching

Start typing in the search bar and results appear automatically as you type. Results are grouped by category with icons so you can quickly identify what you’re looking at.
ActionKeyDescription
Move down↓Highlight the next result
Move up↑Highlight the previous result
SelectEnterNavigate to the highlighted result
CloseEscClose the search palette
You can also click any result to navigate to it, or right-click to open it in a new tab.
Universal Search covers 14 categories across MSPortal:

Navigation

Jump to any page or settings screen by name

Tickets

Find tickets by title, status, or company name

Companies

Look up clients by company name

Devices

Search hardware by device name or type

Training

Find courses by title or course type

Compliance

Search checks and assignments by title or status

Projects

Locate projects by name or status

Budgets

Find budgets by title, fiscal year, or status

Invoices

Search invoices by number, reference, or total

Backups

Find Cove backup devices by name or status

Security

Search Cork vulnerabilities, compliance events, and endpoints

Goals

Look up goals by title or status

Planner

Find planner items by title or status

Notes

Full-text search across all note content (Deep Search only)
Backups and Security categories only appear if you have the Cove Backup or Cork Security integrations enabled. Categories are also filtered based on your user permissions — you’ll only see results you have access to.
Toggle Deep Search mode by clicking the sparkle button at the bottom of the search palette. Deep Search enables full-text search across all note content in MSPortal, including:
  • Ticket notes
  • Meeting notes
  • Planner item notes
  • Project notes
When Deep Search finds a match in a note, the result shows a snippet preview of the matching text and links directly to the parent item (the ticket, meeting, planner item, or project the note belongs to).
Your Deep Search preference is remembered between sessions — toggle it once and it stays on until you turn it off.

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Company Scoping

Search results automatically respect your currently selected companies. If you have specific companies selected in the company filter, Universal Search only returns results from those companies.

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Permissions

Universal Search respects your user permissions. You will only see results from categories your role has access to. For example, if your role doesn’t include compliance permissions, compliance results won’t appear in search.

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Tips

  • Use short, specific terms for the fastest results — searching “acme” is more effective than “acme corporation LLC”
  • Navigate to pages quickly by typing the page name, like “settings” or “training”
  • Enable Deep Search when you need to find something mentioned in a note but can’t remember which ticket or meeting it was in
  • Right-click a result to open it in a new browser tab while keeping your current page open