Global Search
The global search function lets you search for a particular Contact, Work, Email or Note.
Andi Ancheta avatar
Written by Andi Ancheta
Updated over a week ago

You can search from anywhere in the app, you can open the search in the top right corner, and then type what you are looking for.

To help you find what you need, you can choose to filter your results by All, Contacts, Work, Email or Notes.

Your search results will display emails in chronological order, with your most recent emails showing first.

To perform an exact search use "" around your keywords, ex. "monthly payroll".

You can also enter a client identifier code to search for the client that relates to. 

Did this answer your question?