Overview
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Search helps users locate information without manually browsing through every module. Depending on the page, search may apply to records such as contacts, companies, deals, tasks, communications, products, or documentation articles.
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Before You Begin
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- Know the name, email, phone number, company, keyword, or record detail you want to find.
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Requirements
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- Workspace access.
- Permission to view the records you are searching.
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Step-by-Step Instructions
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- Open the page or module where the record should exist.
- Click inside the search field.
- Enter a name, company, phone number, email address, keyword, or other identifying detail.
- Review the filtered results.
- Open the matching record.
- Clear the search field to return to the full list.
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Expected Result
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Results narrow to records that match your search terms and permissions.
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Screenshots
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Production screenshots are added only when captured from the current OneSuite release. This article is ready for screenshots, but does not use mockups or placeholder images.
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Tips & Best Practices
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- Search with the most unique detail available, such as an email address or phone number.
- Use shorter terms when exact searches do not return results.
- Keep records consistently named to improve search accuracy.
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Troubleshooting
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- No results: try a shorter term or confirm the record exists.
- Too many results: add a more specific word, number, or email address.
- Expected record hidden: confirm you have permission to view that record.
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Related Articles
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- Contacts
- Companies
- Deals
- Tasks
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Last Updated: July 2026
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