Overview
Global Search lets you find anything across your Beeswax account from one search box in the header. Whether you're looking for an invoice, expense, quote, contact, project or task, it searches every type of record at once.
Global Search is available to Owners, Super Admins, Managers and Accounts users: the roles that can see the whole business. Basic, Basic Plus and Client users don't see it.
What You Can Search
| Record Type | Examples |
|---|---|
| Invoices | Search by invoice number, title, or client name |
| Quotes | Search by quote number, title, or client name |
| Expenses | Search by expense number, title, or supplier name |
| Payments | Search by payment reference or details |
| People | Search by person name or contact details |
| Companies | Search by company or business name |
| Projects | Search by project name or number |
| Tasks | Search by task title or description |
| Milestones | Search by milestone name |
| Notes | Search by note content |
| Files | Search by file name |
| Users and comments | Search by team member name or comment text |
Using Global Search
Click the magnifying glass in the header and start typing. After two characters, Beeswax shows the best matches as you type, up to eight at a time. Each result shows an icon for its type, its title, and a short description.
- Use the up and down arrow keys to move through the results, and Enter to open the highlighted one.
- Press Enter without highlighting a result to see the full list.
- Press Escape to clear the search.
Click any result to go straight to that record.
The full results page
Click View all results at the bottom of the list (or press Enter) to open the Search page. There you can change the Keyword, and use the Select Type dropdown to narrow the results to one kind of record, such as Invoice, Project or Task. Click Go to search again.
Note: Search only ever looks inside the business you're working in.