Global Search Guide

🔍 What is Global Search?

Global Search is a powerful tool that lets you quickly find and navigate to any lot, trade partner, community, or work order in your organization. Think of it as a "search everything" feature that works from anywhere in the application.

🚀 How to Access Global Search

Keyboard Shortcuts (Recommended)

  • Windows/Linux: Press Ctrl + K

  • Mac: Press Cmd + K

  • Alternative: Press / (forward slash)

Search Buttons

Look for search buttons in these locations:

  • Navigation bar - Usually in the top header

  • Sidebar - In the main navigation menu

  • Page toolbars - In action bars on various pages

  • Empty states - When no data is displayed

📋 What You Can Search

Global Search finds these types of items:

🏠 Lots

  • What: Individual lots in communities

  • Shows: Lot number and community name

  • Example: "Lot 123 - Maple Ridge Community"

👥 Trade Partners

  • What: Companies and contractors you work with

  • Shows: Company name and contact information

  • Example: "ABC Construction Co."

🏘️ Communities

  • What: Housing developments and neighborhoods

  • Shows: Community name and location

  • Example: "Maple Ridge Community"

📋 Work Orders

  • What: Maintenance and construction work orders

  • Shows: Work order number, status, and price

  • Example: "WO-2024-001 - In Progress - $5,000"

🔍 How to Use Global Search

1. Open the Search

  • Use keyboard shortcut (Ctrl+K or Cmd+K)

  • Or click any search button in the interface

2. Type Your Search

  • Start typing immediately when the search opens

  • Search is case-insensitive

  • You can search by:

    • Names (lot numbers, company names, community names)

    • Work order numbers (WO-2024-001)

    • Partial matches (typing "maple" will find "Maple Ridge")

3. Browse Results

  • Results are grouped by type (Lots, Trade Partners, etc.)

  • Recent items appear at the top for quick access

  • Each result shows:

    • Item name/title

    • Brief description

    • Type icon for easy identification

4. Navigate to Results

  • Click on any result to go directly to that item

  • Use arrow keys to navigate through results

  • Press Enter to select the highlighted result

  • Press Escape to close the search

💡 Search Tips

Be Specific

  • Good: "WO-2024" (finds work order 2024-001)

  • Good: "Maple Ridge" (finds the community)

  • Good: "ABC Construction" (finds the trade partner)

Use Partial Matches

  • Type just the first few letters

  • Search works with partial words

  • No need to type the full name

Check Recent Items

  • Recently visited items appear at the top

  • Great for quickly returning to items you've been working with

Look at the Icons

  • 🏠 = Lot

  • 👥 = Trade Partner

  • 🏘️ = Community

  • 📋 = Work Order

🎯 Common Use Cases

Finding a Specific Lot

  1. Press Ctrl+K (or Cmd+K)

  2. Type the lot number (e.g., "123")

  3. Look for the lot icon 🏠

  4. Click to go directly to that lot

Locating a Trade Partner

  1. Open global search

  2. Type the company name (e.g., "ABC")

  3. Find the trade partner in the results

  4. Click to view their details

Checking Work Order Status

  1. Use keyboard shortcut to open search

  2. Type the work order number (e.g., "WO-2024")

  3. Find the work order in the results

  4. Click to see current status and details

Browsing Communities

  1. Open search

  2. Type part of the community name

  3. Browse all matching communities

  4. Click to view community details

🔧 Troubleshooting

Search Not Working?

  • Check your keyboard: Make sure you're using the right shortcut for your operating system

  • Try the button: Look for search buttons in the navigation

  • Refresh the page: Sometimes a page refresh helps

Can't Find What You're Looking For?

  • Try different terms: Use partial names or numbers

  • Check spelling: Search is forgiving but exact spelling helps

  • Look in recent items: Recently visited items appear first

Search Results Seem Incomplete?

  • Wait a moment: Search data loads when you first open it

  • Try again: Results are cached for 5 minutes for performance

  • Contact support: If issues persist

⌨️ Keyboard Shortcuts Reference

ActionWindows/LinuxMac

Open Search

Ctrl + K

Cmd + K

Alternative Open

/

/

Navigate Results

↑ ↓ Arrow Keys

↑ ↓ Arrow Keys

Select Result

Enter

Enter

Close Search

Escape

Escape

🆘 Need Help?

If you're having trouble with global search:

  1. Check this guide for common solutions

  2. Try the search buttons instead of keyboard shortcuts

  3. Contact your system administrator for technical issues

  4. Report bugs using the bug report feature

Pro Tip: Once you get comfortable with Ctrl+K (or Cmd+K), you'll find yourself using it constantly to quickly jump between different parts of the system!