Search
On this pageReading: Search1 / 4
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:
Click Find customer or job...
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...
Groups: Best Contact Matches, Opportunities / Jobs, Matching Addresses, Other History.
Click a row: contact → contact detail; opportunity → opportunity detail; estimate → Job workspace; address → Addresses map.
Fuzzy: No exact match — showing results for … Search for {suggestion}.
View All N Results opens Search Results. Button Search on that page. Empty: No results found for "…".
Related articles
Other guides in Getting Started
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