Global search lets you jump to any property or contact from anywhere in the CRM. Open it from the search control in the top navigation, or press Cmd + K (macOS) / Ctrl + K (Windows).

Start typing and results appear as you type, grouped into Properties and Contacts, with a Companies group after them when any company's name matches.

Each group shows its 3 best matches first, so you can see both properties and contacts without scrolling. Where a group has more matches, a Show all row appears beneath it - for example Show all 10 properties. Select it to reveal the rest of that group. You can reach it with the arrow keys like any other result and press Enter, or click it.

The two groups are independent: revealing all the properties leaves the contacts as they were, and the other way round. Once a group is open it stays open, and searching for something new returns both groups to their 3 best matches.

The part of a result that matched what you typed is highlighted in blue, in names, email addresses and addresses, so you can see at a glance why it was found.

Each property result shows:

Each property result shows its featured photo on the left, so you can recognise a property at a glance rather than reading the address. Where a property has no photo held against it, a building icon is shown in its place - so results stay evenly aligned whether or not a photo exists.

Only property results show a photo. Contact results show initials instead (see Reading a contact result below).

What appears depends on how the property is marketed:

If no price or rent is held for a property, that part is simply left off.

A property can be marketed for sale, to let, or both. Global search shows a status badge for each side that has an active status:

A property marketed both ways shows both badges side by side. If a side has no status set, no badge is shown for it - so a sales-only property shows just its selling badge, and a lettings-only property shows just its letting badge.

Badge colours indicate the stage at a glance: available states (such as For sale or To let) read green, in-progress states read amber, and closed or withdrawn states read grey.

Contact results show the contact's initials, their name, and a secondary line (email, or address when no email is held) to help you tell similar contacts apart.

On the right of each contact result, a coloured badge shows each role the contact holds - Applicant, Buyer, Landlord, Tenant or Vendor. The colours match the role badges on the contact's own record.

Companies appear in the Contacts group too. A company result is titled with the company name, shows a grey Company badge, and its secondary line lists the company's contact person (if any) and its address. The Company badge sits alongside any role badges.

Select a property result to open its property record, or a contact result to open that contact's record. Click the result, or use the arrow keys to highlight it and press Enter. Global search closes and you're taken straight to that property's or contact's page.

If you can't find what you're looking for, refine your search terms - global search matches on address, name, and other key fields.

Global search is for finding a record first. With nothing typed there are no Create options at all, only the prompt, so look before you create.

Once you have typed something, both the Properties and Contacts groups stay on screen, and each ends with its own Create options below the matches you should check first:

A group with no matches says so, for example No properties match "14 Ropemaker Street", above its Create options. The Create options are hidden while a search is loading and when results couldn't be loaded.

Global search closes before the form opens. You can reach the Create options with the arrow keys like any result and press Enter, or click them.

When you have typed a name, each contact option says the new record starts with that name - for example Starts a new contact named Siobhan McAleese - and the form opens with the name already filled in. The last word goes in Last name and the rest in First name, so a single word such as Whitfield fills just the last name. Check the name before you continue, and correct it if needed.

A search that contains a number or an @, such as a postcode, phone number or email address, isn't treated as a name, so the form opens with the name fields empty.

Create property takes an address or postcode rather than a name. When you have typed one, such as 14 Ropemaker Street or BT48 8JL, the option says the new property starts at that address, and the text starts the property's address search when the owner does not live there. A search that starts with a house number followed by a street, or contains a UK postcode, counts as an address. The two contact options then fall back to their usual text, since an address is not a person's name.

When there are results, the first result stays highlighted. When a search finds nothing, pressing Enter starts what the search looks like: Create property for an address, otherwise Create contact.

The Companies group lists the companies whose name contains what you typed. Each shows the company's name, its address and a badge for each of its company types. Select a company to open its record. Like the other groups, it shows its 3 best matches first, with a Show all row when there are more.

Each company shown is followed by an Add office to row, for example Add office to Halden & Co Solicitors LLP. It opens Add office for that company, so a new branch of a company you already have is added as its office rather than as a new company. See Adding an office in the Companies article.

Offices are not listed separately: an office has the same name as its company, so the company appears once. Retired companies are not listed. When no company matches, the group is not shown.

When a Create option or Add office to opens a form, the form's header has a Back to search results button. Select it to reopen global search with the same search term typed in, so you can check the matches again or pick a different one. The highlighted row and any expanded Show all group are not restored.

The Create contact and Create sales applicant forms, and Create property, keep what you have typed until you leave. If you have started filling in a form and then pick a result, leave the page or start another Create from the search, you are asked whether to discard it. Select Keep editing to stay on the form.