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Search
Search is the shortest path to a record whose name you half remember. It runs across every kind of record at once and groups the results by type.
What it covers
One query hits nine kinds of record:
| Type | Matched on |
|---|---|
| Projects | name, description |
| Tasks | title |
| Contacts | name, and the organisation on the card |
| Calendar events | summary |
| Companies | name |
| Deals | name |
| Activities | subject |
| Comments | body |
| subject, sender, and message bodies |
Results come back grouped, with a per-type cap rather than one long merged list. That is a deliberate trade: you always see that something matched in each area, instead of one noisy type crowding out the rest.
What it does not cover
- Note bodies. Notes are found through the filter box inside Notes, which searches within the notebook you are in.
- Documents. Documents has its own filename and title search, plus type and date filters that a global search box has nowhere to put.
- Anything you do not own. Search obeys the same ownership rule as everything else — see Accounts and roles.
Search versus filtering
They answer different questions, and reaching for the wrong one is the usual source of "I know it's in there".
Search is for find this thing — you have a name in mind and want to jump to the record. It is broad and shallow: nine types, a handful of hits each.
A list filter is for find these things — every invoice still unpaid, every task in this project due this week, every contact in one address book. Those live on the individual pages, where the filters can be specific to what is being listed, and where the result set is complete rather than capped.
If you find yourself searching and then squinting at the results to narrow them down, the page for that record type will do it properly.
Email in results
Mail is included because "which invoice did they email me about?" is a search question. Hits carry the folder and account they live in, so a result is unambiguous when the same message exists in two accounts, and selecting one opens it in Mail rather than in a preview that loses its context.