{"id":718,"date":"2026-10-12T08:39:06","date_gmt":"2026-10-12T13:39:06","guid":{"rendered":"https:\/\/realdialer.com\/help\/crm-global-search\/"},"modified":"2026-10-12T15:08:25","modified_gmt":"2026-10-12T20:08:25","slug":"crm-global-search","status":"publish","type":"rd_doc","link":"https:\/\/realdialer.com\/help\/crm\/crm-global-search\/","title":{"rendered":"Search everything from the top bar"},"content":{"rendered":"

What it is<\/h2>\n

The search box in the top bar looks across your whole account: contacts, call transcripts, call notes, notes, texts and email, tasks, callbacks, appointments, deals, calling lists, campaigns and templates.<\/p>\n

Where to find it<\/h2>\n

The Search everything<\/strong> box in the top bar, on every page.<\/p>\n

Steps<\/h2>\n
    \n
  1. Click the box, or press Cmd K on a Mac, Ctrl K on Windows, or the \/ key.<\/li>\n
  2. Type at least two characters: a name, a phone number, or something said on a call.<\/li>\n
  3. The top few results of each kind drop down under the box. Use the arrow keys and Enter, or click one.
    \n
    \"Type
    Type two characters or more; the top results drop down<\/figcaption><\/figure>\n<\/li>\n
  4. Press Enter with nothing picked, or choose See all results<\/strong>, to open the full results page.<\/li>\n
  5. On the results page, use the chips, or Show all<\/strong> on a group, to show one kind, and Load more<\/strong> to see further matches.
    \n
    \"The
    The results page, with chips for each kind<\/figcaption><\/figure>\n<\/li>\n<\/ol>\n

    Good to know<\/h2>\n
      \n
    • You only see results you are allowed to see. Agents see their own contacts.<\/li>\n
    • Call transcripts only match calls you placed yourself.<\/li>\n
    • A contact opens in the same tab. Cmd click or Ctrl click opens a new tab.<\/li>\n
    • Press Esc to close the dropdown.<\/li>\n
    • A results page link can be shared with a teammate, who sees only what their own seat may see.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"

      The search box in the top bar looks across your whole account: contacts, call transcripts, call notes, notes, texts and email, tasks, callbacks, appointments, deals, calling lists, campaigns and templates.<\/p>\n","protected":false},"featured_media":1958,"menu_order":0,"template":"","meta":{"_rd_doc_route":"\/search","_rd_doc_source_id":"crm-global-search","_rd_doc_checked":"2026-10-12","_rd_doc_meta_description":"The search box in the top bar looks across your whole account: contacts, call transcripts, call notes, notes, texts and email, tasks, callbacks, appointments, deals, calling lists, campaigns and templates.","footnotes":""},"rd_doc_category":[19],"class_list":["post-718","rd_doc","type-rd_doc","status-publish","has-post-thumbnail","hentry","rd_doc_category-crm"],"_links":{"self":[{"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/rd_doc\/718","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/rd_doc"}],"about":[{"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/types\/rd_doc"}],"version-history":[{"count":3,"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/rd_doc\/718\/revisions"}],"predecessor-version":[{"id":1960,"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/rd_doc\/718\/revisions\/1960"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/media\/1958"}],"wp:attachment":[{"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/media?parent=718"}],"wp:term":[{"taxonomy":"rd_doc_category","embeddable":true,"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/rd_doc_category?post=718"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}