Accounts
Contacts
Programs

Help

Search and quick create

Jump to a record from the top bar, or create an account, contact, program, task, or note.

Search

The top bar field placeholder is Search — nothing longer.

Type to see a live list grouped into Accounts, Contacts, and Programs. That dropdown is the whole experience; there is no separate results page.

Live search grouped by Accounts, Contacts, and Programs
Live search grouped by Accounts, Contacts, and Programs
  • ⌘K / Ctrl+K focuses search.
  • Arrow keys move through hits.
  • Enter opens the highlighted record.
  • Escape closes the list.

No match shows No matches.

Quick create

The + at the right of the top bar opens a compact Create menu:

  • Account
  • Contact
  • Program
  • Task
  • Note
Quick create menu
Quick create menu

Each choice opens a blocking focus drawer. Fill the required fields and save. Required contact fields are last name, first name, email, phone, title, and account.

List pages also have a + in the header. That one creates only that module (Add account on Accounts, and so on). It does not open a compose menu of Note / Task / Visit.

Record + menus

On an Account record the header + offers Note, Task, Visit, and Program (account pre-filled). No Email item there.

On a Contact record the header + offers Note, Task, and Visit.

Email is composed from an email address on the record (the address itself is the control), not from those + menus.

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