Global Search and Command Bar

Global search helps you quickly find records across Kestrio without opening each module.

Navigation

Use the search box in the app header, or press ⌘K / Ctrl+K. Results are grouped by record type. Use the keyboard to move through them and open a record.

What Search Covers

Search can return:

• Accounts.
• Contacts.
• Projects.
• Tasks.
• Team members and resources.
• Invoices.
• Credit notes.
• Expense reports.

Keyword Search

Keyword search is best when you know the exact name, number, email, or title.

Examples:

• Support Subscription
• INV 0006
• Medicaleshop
• frontend task

Search Scopes

Scopes in the picker:

• All.
• Projects.
• Tasks.
• Accounts.
• Contacts.
• Invoices.
• Credit Notes.
• Expenses.
• Resources.

Use a scope when:

• A broad search returns too many results.
• You know the record type.

Tips

• Use invoice and credit note numbers when available.
• Use the customer name when searching for contacts or invoices.
• If multiple records match, open the safest match or refine the search.

Related Docs

• Accounts and Contacts
• Projects
• Invoices