How to find any file, address, or contact fast

The search bar sits in the header on every page — no need to navigate anywhere first.

1. Click the search box (“Search listings, transactions, contacts…”) or just start typing in it.
2. Two characters is enough; results appear as you type, grouped by type.
3. Click a result to jump straight to that transaction, listing, or contact. Esc clears the search.

What it matches

• Transactions and listings: any part of the address — street, city, state, ZIP, county — and the MLS number.
• Contacts: name, email, company, and phone number.

So “Maple” finds the file on Maple Street, a phone fragment finds the lender who just called, and an MLS number pasted from an email lands on the right transaction.

Good to know

• Search finds records, not tasks. For “what’s due?” questions, use the task reports; for standing slices of your pipeline, saved filters.
• Results show the top matches per type — narrow the term if the one you want isn’t on top.