Search

What it is

Search looks across cases and tasks in the organization.

Where to find it

The header search jumps to a case or task when you already know the name. The Search page adds filters.

How it works

Type the name, plate, ticket, or site. On the Search page, combine the text with case status, task status, and a created-date range. Results are split into cases and tasks. Open a result to continue on that record.

The header placeholder changes with the page you are on: cases, tasks, forms, trash, or settings.

Good to know

Search quality depends on titles. A case named with the job, plate, site, or ticket is findable. A case named "photos" is not.