How the search box at the top works

How the search box at the top works. A step-by-step walkthrough of the screens, buttons and fields involved.

The steps, written out

1. Click the search box at the top of any page ("Search customers, jobs, scaffolds, invoices…").
2. Type at least 2 characters and press Enter.
3. Results are grouped by type (Customer, Contact, Job, Scaffold, Quote, Document...) with up to 6 matches per type; click one to open it.

Tip

Only records your role may view appear, and the search looks at each record's searchable fields (names, numbers, tags, addresses). With 1 character you see "Type at least 2 characters"; no hits show "No matches found". The search box is not shown to Customer portal users.