How to Use Quick Search to Find Records

How to Use Quick Search to Find Records

Quick Search lets you find any record in HARi CRM in seconds. Instead of navigating to a list and setting up filters, just type a few characters and results appear instantly.

Using Quick Search

1. Press Ctrl+K (Windows/Linux) or Cmd+K (Mac) from anywhere in the CRM
   • Or click the search bar in the top navigation
2. Start typing your search term (a name, email, phone number, or any keyword)
3. Results appear as you type, grouped by entity type (Contacts, Companies, Opportunities, etc.)
4. Click a result to open that record

What Quick Search Finds

Quick Search looks across all entities you have access to:

• Names — Contact names, company names, deal titles
• Email addresses — Find a contact by their email
• Phone numbers — Find a contact by their phone
• Custom fields — Any text field marked as searchable

Results are ranked by relevance. Exact matches appear first, followed by partial matches.

Search Tips

• Partial matching — Typing “sar” finds “Sarah”, “Sarita”, “Saracens Ltd”
• Multiple words — Typing “sarah chen” finds records matching both words
• Email search — Paste an email address to find the associated contact instantly
• Recently viewed — When the search bar is empty, it shows your recently viewed records for quick access

Filtering Search Results

If you get too many results:

• Look at the entity grouping — Results are organized by type, so scroll to the relevant section
• Add more characters — Narrow results by typing more of the name or keyword
• Use entity-specific search — Navigate to the entity list and use the list search for more precise filtering with field-level conditions

Keyboard Navigation

• Arrow keys — Move up and down through results
• Enter — Open the selected result
• Escape — Close the search

Next Steps

• Create a Saved View
• Segment Contacts
• What Is Contact Management?