Getting Started & Basics

Using global search (Ctrl/Cmd + K)

Quickly find any document, contact, or page without navigating menus.

Jul 11, 2026

What This Does

Global search is a fast way to find any document, contact, product, or page in Usystems without clicking through menus. Press a keyboard shortcut, type what you're looking for, and jump directly to it. It searches across all your data types at once.

Before You Start

  • You must be logged into Usystems.
  • You can only search for documents and records you have permission to access.
  • The search works from any page in Usystems.

Steps

  1. Press Ctrl + K on Windows/Linux, or Cmd + K on Mac. A search box will appear at the top or center of your screen.

  2. Type what you're looking for. You can search by:

    • Invoice number (e.g., "INV-001")
    • Customer or vendor name (e.g., "Ahmed Hospital")
    • Contact code (e.g., "C001")
    • Product name (e.g., "Paracetamol")
    • Account name (e.g., "Cash")
    • Any partial word
  3. As you type, matching results appear below the search box. Each result shows:

    • The document or record type (Invoice, Bill, Customer, etc.)
    • The name or number
    • Additional detail (e.g., invoice date, contact phone)
  4. Click any result to open it directly.

  5. To close the search box, press Escape or click outside it.

Tips & Common Mistakes

  • Searching for a number? Type the full or partial number. "INV-001" or "001" both work.
  • Can't find a record? Check that it hasn't been deleted or archived. Search is limited to active records you can access.
  • The search is slow? This is rare, but if you have thousands of records, try being more specific (e.g., "Ahmed" instead of "A").
  • Alternative: If the keyboard shortcut doesn't work on your device, look for a search icon (magnifying glass) in the page header and click it to open the same search box.

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