Global search provides a centralized way to quickly locate customers, jobs, estimates, and invoices across the system. It is designed to surface relevant results efficiently while providing clear context about where each result originates.
How Search Results are Displayed:
- Select to view search results in any of the following dedicated sections:
- All Results
- Customers
- Jobs
- Estimates
- Invoices
- Upon a search, up to three results are shown per section:
- Select + View more results to load additional matches
- This allows users to view results quickly before expanding results
Understanding Labels:
Global search includes "Labels" on results to clearly identify what type of record each result represents. "Labels" help users quickly identify:
- Where each result comes from
- Distinguish between similar text appearing in multiple areas
- Anticipate the destination before selecting a result
- Reduce unnecessary navigation and clicks
For example, the same search term(s) may appear in:
- A customer contact
- A service location
- A custom field
Key Benefits of Labels:
- Clarifies what each search result represents so users can confidently choose the most relevant item
- Differentiates results when the same text exists in multiple objects
- Improves confidence and efficiency when navigating results
Parent and Child Accounts:
Global search clearly displays parent and child customer relationships within search results. This provides:
- Visibility into multiple service locations or multi‑level customer accounts
- Additional context when searching for customers tied to a parent account
- Easy navigation between related customer accounts
Search Criteria Requirements:
Global search requires a minimum of three characters to begin returning results:
- Improves overall search performance
- Increases relevance of returned results
- Reduces unnecessary system load from overly broad searches
Customer Account Searchable Fields:
Global search can surface customer accounts using any of the following criteria:
- Customer Name
- Parent Account Name
- Account Number
- Customer Contacts
- Service Location Address
- Location Nickname
- Phone Numbers
- Customer Tags
Job Searchable Fields:
Global search can surface jobs using any of the following criteria:
- Job Numbers
- Customer Name
- PO #
- Description
- Location Nickname
- Service Location
- Tags
- Custom Field Values
Estimate Searchable Fields:
Global search can surface estimates using any of the following criteria:
- Estimate Numbers
- Customer Name
- PO #
- Description
- Location Nickname
- Service Location
- Tags
- Custom Field Values
Invoice Searchable Fields
Global search can surface invoices using any of the following criteria:
- Customer Name
- Invoice Number