Opening global search
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.
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.
Reading a property result
Each property result shows:
the property's photo,
the property address,
its price, and
its current status badge(s).
The property photo
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).
How the price is shown
What appears depends on how the property is marketed:
A property for sale shows its asking price, for example £545,000.
A property to let shows its rent followed by how often it's charged, for example £1,200 · monthly (weekly, monthly, or annually).
A property marketed both ways shows the sale price and the rent together, for example £545,000 · £1,200 · monthly.
If no price or rent is held for a property, that part is simply left off.
Selling and letting status badges
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 selling status badge — for example For sale, Under offer, Exchanged, or Completed.
A letting status badge — for example To let, Arranging tenancy, Tenancy current, or Let privately.
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.
Reading a contact result
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.
Opening a property
Select a property result to open its property 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 page.
Contact results are not yet clickable — for now, use them to confirm a match, then open the contact from the Contacts area.
If you can't find what you're looking for, refine your search terms — global search matches on address, name, and other key fields.