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Global Search

Search for any contact across all locations without knowing which location they’re in.

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How to Open

  • Keyboard shortcut: Cmd+K (Mac) or Ctrl+K (Windows)
  • Or: Click the search icon in the admin header
  1. Press Cmd+K to open the search dialog
  2. Start typing a name, email, or invoice number
  3. Results appear in real time (debounced 300ms)
  4. Click a result to navigate to that contact

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Search Results

Results are grouped by location: 
[Location Name]
  John Smith - Plan Needed - 2 days ago
  Jane Doe - In Progress - 5 hours ago

[Another Location]
  Bob Wilson - Funded - 1 week ago
Each result shows:
  • Contact name
  • Status badge (same colors as the funding queue)
  • Relative time since last activity
  • Contact names (first, last, or full name)
  • Contact emails
  • Invoice numbers

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Tips

  • Search works across submissions, funding plans, and invoices
  • Results are deduplicated (same contact won’t show up multiple times from the same location)
  • Clicking a result takes you directly to the contact detail page with the correct location context
  • Use this during review calls to quickly pull up any client