Global Search

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Global Search helps you move directly to a record without first opening the relevant section of Neptune.

You can search for customers, contacts, leads, proposals, products, and jobs. The results you see depend on your role and the features available to your organisation.

Use either of these methods from any page in Neptune:

  • Click the Search icon in the top navigation.
  • Press Command + K on a Mac or Ctrl + K on Windows.

The Search everything window opens with the search field selected, so you can start typing immediately.

Find a record

  1. Enter at least two characters in Search everything.
  2. Wait for the matching results to appear. Results are grouped by record type.
  3. Select All, Customers, Contacts, Leads, Proposals, Products, or Jobs to narrow the list.
  4. Click the record you want to open.

The number beside each category shows how many matching results Neptune found for that record type.

You can also use the keyboard:

  1. Press the up or down arrow to highlight a result.
  2. Press Enter to open it.
  3. Press Escape when you want to close Global Search without opening a result.

If the record type you need is not shown, check that your role and organisation plan give you access to that area of Neptune.

Search tips

  • Search with a customer, lead, or contact name.
  • Search with contact details when you need to locate the related record.
  • Use proposal, product, or job details when you know the work item but not the customer record.
  • Select a result category when a common name returns many matches.