The short answer
Omnisearch is the dark glass overlay that pops up from any portal when you press the search shortcut. It searches across contacts, companies (entities), referrers, deals, and more — in one place. Recently-used items rise to the top automatically.
How to open it
- Press
Ctrl + K(Windows / Linux) or⌘ + K(Mac) from anywhere in any portal. - Or click the search icon in the top bar.
What it can find
- Contacts — by name, email, phone, or any custom field your team has marked as searchable.
- Companies (CRM Entities) — by name, ABN, or custom fields.
- Referrers — by name and custom fields.
- Deals and other workflow records — when configured by your administrator.
- Anything with an external ID — paste in a partner system's reference number and Omnisearch will find the matching record (Tier-1 ExternalId match).
Filters and chips
- Type a filter token inline (e.g.
type:contact john) and the matching chip will pop in. Click the chip to remove it without retyping. - Click an entity-type chip (Contact / Company / Referrer / …) to scope without typing.
- The bottom of each row shows where the match came from — the field that hit and the snippet around it.
"Why is it so much faster than it used to be?"
In April we shipped a multi-pass cascade so the most relevant results land first while the rest stream in. In May we routed the keyword pass through our background database connection (which is exempt from row-level filtering and therefore doesn't fight the planner on huge tenants). For a 2-million-contact tenant, typing a keystroke went from ~5 seconds to ~76 milliseconds warm.
This is a stopgap until our deeper "A9" performance work lands later in the program; the experience you see today should already feel instantaneous.
Personalisation
Items you open from Omnisearch are quietly tracked per-user (no cross-user signal) and weighted higher when you search again. The signal decays over time — last week's pick won't outrank a fresh result forever.
Privacy
Omnisearch obeys exactly the same access rules as the rest of the platform. Any record you can't otherwise see, you can't see in Omnisearch either. Your search terms aren't shared with other users.