Global search
A user performs a global search from the navigation bar to find records across all entity types (Contacts, Companies, Leads, Opportunities, Tickets).
When this happens: User focuses the search bar or presses Ctrl+K.
Step by step
- 1
Click the search bar in the navigation or presses Ctrl+K.
- 2
Types john (2+ characters).
After 300ms debounce, searches across entities: Contact (FirstName, LastName, Email, Phone), Company (Name, Domain, Phone), Lead (Name, Email, Phone, CompanyName), Opportunity (Name), Ticket (TicketNumber, Subject). EasyCRM returns results grouped by entity type. Max 5 per type in the dropdown. Each result shows: entity type icon, primary name, secondary info (email/company). Results: Contacts — John Smith (john@acme.com), Sarah Johnson (sarah@xyz.com) Companies — Johnson & Co.
- 3
Click John Smith.
Navigates to the Contact detail page.
Other paths
View all results
Click View all [N] results or presses Enter. Full search results page: paginated, filterable by entity type. All matching records shown.
No results
No matches found. No results for 'xyzzy.' Try a different search term
Good to know
- Search respects access control (user sees only permitted records).
- Soft-deleted records excluded by default.
- Matches on prefix and contains (e.g. "john" matches "John" and "Johnson").
- Typeahead begins at 2+ characters with 300ms debounce.