The Manager Console has a global search field in the top navigation bar. Use it to jump straight to any record, from wherever you are in the console, without leaving the page you are on.
Where to find it
The search field sits in the top navigation bar, next to the Add button, showing Search Caruso.
It is always visible. Click it, or press ⌘K (Mac) or Ctrl+K (Windows), to start searching. The field expands in place, so the page behind it does not move.
How to search
Click the Search Caruso field, or press ⌘K (Mac) or Ctrl+K (Windows).
Start typing. Results appear as you type, searching across every record type at once. There is no need to choose a category first.
Results are grouped by record type, and each row shows that type's icon. The closest matches in each group are shown first.
Select View all on a group to see every match of that type.
Click a result, or use the arrow keys and press Enter, to open the record.
Tip: You can search by more than a name. A contact's email address or phone number will also find them, so you can look someone up from whatever detail you have to hand.
Narrowing your results
Filter chips appear with the results, one for each record type found, each showing a count. Select a chip to show only that type.
Where several records share a name, they are listed together, so you can tell them apart by their other details.
Keyboard shortcuts
⌘K or Ctrl+K — open and focus the search field
Up and Down arrows — move between results
Enter — open the selected result
Esc — close the search
Note: You will only see record types you have permission to view. Search results respect your access, so a record you could not otherwise open will not appear.
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If you have any questions or need help at any stage, please contact our Caruso Support team either by email or live chat.