What is Global Search?
Global Search is a new feature that helps you quickly find expiration items, contacts, locations, vehicles, equipment, files, reports, and more — all from one central place. No more digging through different areas of the platform!
You’ll find the Global Search tool by clicking the magnifying glass icon in the top-right corner of your screen:
Why You'll Love It
With Global Search, you’ll save time, avoid multiple clicks, and pull information across your entire system faster. It’s a smoother, smarter way to find expiration items, contacts, files, and more — whether you're in one workspace or many.
How to Search
To start, type your search term into the Global Search bar.
You can search across everything at once, or use the Options dropdown to filter by item type — like expiration items, contacts, or vehicles. You can select one or multiple item types to refine your results.
You also have the ability to sort results by Relevance or other available options to find the most accurate match quickly.
Searching Across Workspaces
One of the biggest improvements is the ability to toggle between workspaces without leaving the search screen.
Use the Workspace dropdown to seamlessly search across different workspaces, making it easier to find what you need without switching views.