Search

1 min readUpdated Aug 27, 2026AllHow ToSuggest edit

What this page is for:
 Find a customer, phone, address, opportunity, or estimate from any portal page.

Where: Header Find customer or job... (phone: search icon)
 Full page: /portal/search

Steps:

  1. Click Find customer or job...

  2. Type at least 2 characters. Placeholder: Customer name, phone, address, opportunity, or estimate... Empty: Start with the customer. Too short: Type at least 2 characters to search. Loading: Searching...

  3. Groups: Best Contact Matches, Opportunities / Jobs, Matching Addresses, Other History.

  4. Click a row: contact → contact detail; opportunity → opportunity detail; estimate → Job workspace; address → Addresses map.

  5. Fuzzy: No exact match — showing results for … Search for {suggestion}.

  6. View All N Results opens Search Results. Button Search on that page. Empty: No results found for "…".

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