Global Search
The Cmd/Ctrl+K search modal: which record types it searches, its stable ids, where a result opens, and where to look for messages instead.
Global search is a modal, not a page: it opens from anywhere in the app with Cmd/Ctrl+K or by activating #nav-search in the sidebar. This page documents it for people and for AI agents that drive the UI.
What does global search find, and which contact fields does it match?
Global search shows up to 50 hits per record type: the modal searches contacts, organizations, deals, services, and tasks. Contacts match on first name, last name, any channel identifier (such as an email address or a WhatsApp number) and the names of linked organizations; organizations on their name and the first and last names of their contacts; deals, services and tasks on their name only. Every word you type must match, ignoring case, so "anna schmidt" finds only records that match both words.
You only see the record types your role can read, and Assigned read access limits the hits to records you are assigned to. Before you type, Recently opened shows your last 8 picks from this search, kept in this browser only; Clear empties it. Arrow keys move through the hits and Enter opens one.
Messages are not searched; the Inbox has its own search.
Selecting a result opens the record's detail page at /{type}/{id}. To add a record instead, use the Add control on its list page or the ?open={entityType}:new deep link documented in CRM Records.
Link: no page; open the modal on any app page with Cmd+K or Ctrl+K, or with Search in the sidebar. Mate: highlight_element with nav-search (it cannot navigate there or open the modal); the search field and the results are not highlight targets, so Mate names them.
Which stable ids does global search have?
| Control | Id |
|---|---|
| Sidebar trigger | #nav-search |
| Search field wrapper inside the modal | #global-search-input |
For an agent, typing happens in the text input inside #global-search-input after opening the modal; results are regular options selected by their visible name. For filtered, sorted, or counted lookups prefer the list pages or list_records, which return totals. The hosted assistant can highlight #nav-search but cannot open the modal or type into it.
Link: no page; open the modal anywhere in the app with Cmd+K or Ctrl+K. Mate: highlight_element with nav-search; #global-search-input is not a highlight target, so Mate names the search field.
Frequently asked questions
What is the keyboard shortcut?
Cmd+K or Ctrl+K, on any operating system, from anywhere in the app. The sidebar trigger Search, which shows ⌘K, opens the same modal.
Where do results open?
On the record's detail page at /{type}/{id}, documented in CRM Records.