Power-Search
Power-Search lets you run a deep, full-text search across your entire account — covering activities, contacts, documents, issues, emails, organizations, projects, tickets, and wikis — all from one place.
Open and Run a Search
To start a search, click the 'Search' icon in the top right. This opens a new search tab.
- Select the data types you want to search.
- Enter your search text, or select a label to search by.
- Click the 'Start search' icon to run the search.
Your results appear in Power-Grids, where you can sort and filter columns to refine what you see. This two-phase approach — broad search first, then column filtering — gives you precise control over large result sets.
A dropdown in the top left shows your most recent searches. Select any entry to run that search again.
What Gets Searched
The fields searched depend on the data type:
- Activities: Subject, Description, Notes
- Contacts: Name, Notes, Email addresses
- Documents: Name, Description, and the full content of supported file formats. The following file types are converted to plain text when you save the document so their content becomes searchable: docx, htm, html, odt, pdf, pptx, rtf, txt, xhtm, xhtml. For image files — bmp, jpg, jpeg, png, webp — optical character recognition (OCR) is applied to extract the text. The conversion runs in the background after saving and may take a few minutes before the content is available in search results.
- Emails: Subject, Body
- Invoices: Invoice Number, Introductory Text, Payment Terms, Notes
- Issues: Subject, Description, Notes
- Organizations: Name, Notes, Email addresses
- Projects: Name, Description, Notes
- Quotes: Quote Number, Introductory Text, Payment Terms, Notes
- Tickets: Subject, Description, Notes
- Wiki articles: Subject, Description, Comments
How the Search Works
Power-Search processes your search term in several steps. Understanding these rules helps you get better results.
Automatic wildcard. A wildcard is added to the end of your search term automatically. Searching for Unu is treated as Unu* and matches Unusual.
Case insensitive. Uppercase and lowercase make no difference.
Multiple words are AND'd. If you enter more than one word, all words must be present. Unusual Suite matches records containing both words, regardless of order or what appears between them.
Non-alphanumeric characters become spaces. Any character that isn't a letter or number is replaced with a space, which splits your term into separate parts — each of which must match. This means an email address like john.miller@unusual-suite.com is treated as john miller unusual suite com. Because com is shorter than four characters (see below), it's then removed, leaving john miller unusual suite as the actual query. Records are found if they contain all four words.
Minimum term length is 4 characters. Any individual word shorter than four characters is dropped from the search. The keywords or and not are exceptions to this rule.
OR searches. Use or between words to find records matching either term. Unusual or Suite returns records containing Unusual as well as records containing Suite.
Excluding words. Use not to exclude a word. Unusual not Suite finds records containing Unusual but excludes any record that also contains Suite.
Label searches are OR'd. If you search by multiple labels, records matching any of the selected labels are returned. For example, selecting both CEO and CTO finds records that have either label.
Unsupported characters. Single quotes, double quotes, and the wildcard character * are not supported in search terms.
Unexpected results with special characters. Because non-alphanumeric characters are replaced and short words are removed, searches containing email addresses, URLs, or other punctuated strings may return broader results than expected. The example above — searching for john.miller@unusual-suite.com — illustrates this: the actual query becomes john miller unusual suite, so any record containing those four words will match.
Seeing What Matched
When you click on a record in the Power-Grid after a search, the matching fields are highlighted so you can see exactly why the record appeared in your results.
- Matching properties are highlighted on the record.
- Labels that match your search are highlighted.
- If a note matches, both the header row of that note and the 'Notes' tab header itself are highlighted.