Search your company

Open Search and enter at least two characters of a name, email, phone, job title, or invoice number. Results come from the current company and the categories your role may read. Private notes are not searched.

Each category shows up to ten results. Use a more specific term when you need to narrow the list. Open a result to continue in Contacts, Jobs, or Finance.

If a search fails, check your connection and retry. A failed search does not mean there are no matching records. Switching companies changes the search scope.