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Global Search

Quickly find contacts, leads, conversations, and more with global search. Search across all your data from a single search bar.

Search Screen

Tap Search in the navigation drawer or use the search icon to open global search.

Global search finds results across:

  • Contacts - Name, email, phone number
  • Leads - Lead name, subject, contact info
  • Conversations - Message content, contact name
  • Reservations - Guest name, confirmation code
  1. Tap the search bar
  2. Enter your search term
  3. Results appear as you type
  4. Tap a result to open it
Search Results

Search Results​

Results are grouped by type:

Contacts​

  • Contact name
  • Phone number
  • Email address
  • Tap to open contact profile

Leads​

  • Lead subject
  • Associated contact
  • Lead status
  • Tap to open lead details

Conversations​

  • Contact name
  • Message preview
  • Channel (SMS, Email, WhatsApp)
  • Tap to open conversation

Reservations​

  • Guest name
  • Confirmation code
  • Property
  • Tap to open reservation

Search Tips​

Partial Matching​

  • Search finds partial matches
  • "John" matches "John Smith" and "Johnny"
  • Phone numbers can be partial

Multiple Terms​

  • Use multiple words to narrow results
  • "John hotel" finds contacts named John with "hotel" in their record
  • Search by full or partial phone number
  • Include or exclude formatting
  • "555" finds all numbers containing 555
  • Search by full or partial email
  • Domain searches work (e.g., "@gmail")

Search History​

Recent searches are saved for quick access:

Recent Searches
  • View recent search terms
  • Tap to repeat a search
  • Tap the X to remove individual searches
  • Tap Clear All to remove all search history

Filtering Results​

After searching, filter results by:

  • Type - Show only contacts, leads, or conversations
  • Date - Filter by recent activity

No Results​

If no results are found:

  • Check spelling
  • Try partial terms
  • Use different search criteria
  • Verify the record exists in the system

Best Practices​

  • Use specific terms for faster results
  • Search by phone number for quick contact lookup
  • Use confirmation codes for reservation searches
  • Check recent searches before typing