How to use the global search

How to use the global search. A step-by-step walkthrough of the screens, buttons and fields involved.

The steps, written out

1. Click the Search box in the top bar (it reads "Search customers, jobs, scaffolds, invoices…").
2. Type at least 2 characters of a name, number or code and press Enter.
3. Results are grouped by type (customers, jobs, scaffolds, invoices, quotes and so on). Press a result to open it.

Tip

You only get results for record types your role may view. The customer portal has no global search.