Press Cmd+K (Mac) or Ctrl+K (Windows) anywhere in the portal to open the quick search panel. Type a few letters to instantly find a client, task or page — use the arrow keys to navigate, Enter to open and Esc to close.
The panel automatically filters on pages you have access to — an appointment setter for example will not see financial or agency-only pages.
Tip: type a client name and jump directly to that profile without first navigating to Clients.