Farin Farin
Dashboard and search

Use global search to jump to work faster

Use the app search bar to reach the next record or page quickly instead of clicking through the menu every time.

3 min read Updated Mar 18, 2026 All authenticated users

Use the app search bar when you already know what you want and just need to get there faster.

Search is often quicker than menu-clicking for experienced users.

Quick facts

Start here

  • Search is best when you know the page, customer, or concept you want.
  • It saves the most time for frequent users who move across modules all day.
  • Clear names across recipes, customers, and internal pages make search work better.

Step 1: Search with the real name people use

  • Use the common label your team already recognizes.
  • If search feels weak, review whether your internal names are too vague.
The main app shell keeps search close so frequent users can jump to the next record or page without drilling through menus.
  1. 1 Open the command palette here when you already know the page or record you want.
  2. 2 Pinned and recent links are still better for a small set of pages you open constantly.

Step 2: Use search as a jump tool, not a browsing tool

  • Search when speed matters and you know the target.
  • Use the menu when you are still exploring or learning where a feature lives.

Related guides

Keep going

Production planning 4 min read

Run the fulfillment board during production

Use the fulfillment board as a live production view so the team can see what still needs to move out the door.

fulfillment-boardproductionordersworkflow
Knowledge and AI 5 min read

Review knowledge analytics and file search

Use page analytics, search analytics, file search, and the review queue to decide what content needs attention next.

knowledgeanalyticssearchreview
Customers and growth 3 min read

Use quick drop for fast customer intake

Use quick drop when a customer record needs to be captured quickly without stopping the front-line workflow.

quick-dropcustomersintakespeed
Admin and settings 4 min read

Customize navigation for each role

Keep the app shell focused by showing the routes each role actually needs and hiding the ones that create noise.

navigationrolessettingsadmin