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Search

Use header search for a quick jump. Use Advanced search when you need filters, a multi-select, and a Case or Connie handoff. You can also create a Case from the Cases page without starting in search.
  1. Click the search field in the header.
  2. Type at least two characters. Results group by entity type, including a Parts preview when catalog matches appear.
  3. Optionally scope with Search for all, Jobs, or Contacts.
  4. Open a result, or choose Advanced search for /search.
Filters for Invoices, Knowledge base, Sales, and Integrations are not fully backed yet. Prefer Jobs, Contacts, or Search for all for live results. Parts appear as a preview in header search; add a catalog part on a Quote Document.

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Advanced search — Create case

Path: /search
  1. Enter a query; use Filters for contact, engineer, job type, and date.
  2. Multi-select the results that belong together.
  3. On the selection bar:
    • Create case — open a Case with those items linked, then assign a Team
    • Ask Connie — take the selection into Connie for a brief before you own it
Share controls are available when you need to share a view. Create case from a job or contact selection is still the right path when the evidence is already on screen. For a blank Case (title, Team, people first), use Create case on Cases.