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Pipeline’s Global Search lets you quickly find customers, jobs, contacts, and other records across the system.
  1. Click the Search icon in the navigation bar, or navigate to the search page
  2. Type your search term in the search box (up to 50 characters)
  3. Results appear automatically as you type (with a short delay for performance)
  4. Click the X button to clear your search and start over

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Search Scope

Screenshot: The Global Search page showing the search box at the top with scope checkboxes (Customers, Prospects, Contacts, Quotes) and a set of search results below.
Use the checkboxes to control which types of records to search:
  • Customers - Search by customer name, reference, phone, email, or address
  • Prospects (Jobs) - Search by job reference, customer name, phone, email, or address
  • Contacts - Search individual contact records
  • Quotes - Search quote references
You can enable multiple scopes at once to search across different record types simultaneously.

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Search Results

Results are displayed in separate grids by type: Customer Results show:
  • Customer Reference
  • Customer Name
  • Phone Number
  • Email Address
  • Billing Address
  • Date Created
Job Results show:
  • Job Reference (auto-number)
  • Customer Name
  • Phone and Email
  • Billing Address
  • Current Status
Click any row in the search results to navigate directly to that record’s detail page.

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Tips

  • Search is case-insensitive
  • Partial matches are supported - you don’t need to type the full name or reference
  • Use the most specific term you can to narrow down results quickly