> ## Documentation Index
> Fetch the complete documentation index at: https://support.caleido.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Find anything with global search

> Use the search box in the top bar to find transactions, invoices, budget items, counterparties, reports and other objects, pick several at once, run actions on them and open them in a window or a new browser tab.

Global search finds any object in your organization from one box, so you don't have to open each module to look for it. You type part of a name, number or description, pick what you need from the results and choose what to do with it. This page takes you through a first search and then explains everything the search can do.

## Run your first search

**1. Open the search**

Click **Search anything…** in the top bar, or press Ctrl+K (Cmd+K on Mac) on any page where no dialog is open. The list opens below the box

**2. Type what you are looking for**

Type part of a name or number, for example a customer name, an invoice number or an account number. Results appear grouped by object type, such as **Sales invoice**, **Transaction** or **Counterparty**

**3. Highlight a result**

Move through the list with Arrow up and Arrow down, or point at a row with the mouse

**4. Open it**

Press Enter or click the row. The first Enter picks the object and highlights its default action. The second Enter runs it. For most objects the default action is **Open**, which takes you to the page where the object lives

Press Esc to close the list. Press Esc again to leave the search box.

## What the list shows before you type

When the search box is empty, the list has up to four sections:

* **Favorites:** rows you have pinned. See [Pin favorites](#pin-favorites)
* **Objects:** every object type you can browse. Click one, or highlight it and press Arrow right, to list all objects of that type
* **Actions:** commands such as **Create a budget**, **Create a workbook** or **Create a tab**, plus the commands in the **Actions** menu of the page you are on
* **Recent:** the objects you opened from the search last

Click the **Actions** or **Recent** header to collapse or expand that section.

## What you can find

| Object type | Opens |
| - | - |
| **Purchase invoice**, **Sales invoice** | The invoice in **Receivables & payables** |
| **Purchase order**, **Sales order** | The order in **Receivables & payables** |
| **Account** | The account in the general ledger |
| **Bank account**, **Credit card** | The bank transactions of that account |
| **Bank balance** | The bank balances |
| **Budget** | The budget, applied to the table you have open |
| **Budget item** | The budget item on the report |
| **Column**, **Column preset** | The columns of the table you have open |
| **Counterparty** | The counterparty's transactions |
| **Dimension** | The dimension in the **Builder** |
| **Formula**, **Metric** | The formula or metric in the **Builder** |
| **Page view** | The page |
| **Labeling rule** | The labeling rules |
| **Report template** | The template, added to the tab you have open |
| **Transaction**, **Transaction line** | The transaction in the general journal |
| **Workbook** | The workbook |

Invoice rows, dimension items and bank transactions are found through their parent. See [Browse into an object](#browse-into-an-object).

### Matching ignores accents

The search ignores accents and special letters. Typing `Karava` also finds *Kärävä Oy*, and `o` matches ö and ø. The matching part of each name is highlighted in the list.

## Pick an object and choose an action

When you pick an object, it appears as a chip in the search box. The **Actions** section then lists what you can do with that object type, with the default action highlighted first. Common actions are:

| Action | What it does |
| - | - |
| **Open** | Opens the object where it lives |
| **Select** | Brings the object into the page you are on, for example applies a column preset to the table |
| **Open in a modal** | Opens a transaction or an invoice in a window over the current page |
| **Open in a new tab** | Opens the object in a new browser tab |
| **Edit** | Opens the object for editing, for example a budget in the budget panel |
| **Add to tab** | Adds a report template as a table on the tab you have open |
| **Change to** | Applies the budget to the table, or to every element on the tab |
| **Filter**, **Label** | Filters the report by the object, or opens the labeling panel |
| **Duplicate**, **Delete** | Copies or deletes the object. You are asked to confirm |

Only the actions that work for the picked object type are listed. Press Ctrl+. (Cmd+. on Mac) to jump straight to the actions.

To remove a chip, click the X on it, or press Backspace in an empty search box. Click **Clear search** (the X) to start over.

### Pick several objects at once

Some actions work on several objects of the same type, for example **Filter**, **Label**, **Delete** or **Open transactions**. When the picked object type allows this, the list stays open after you pick a row, so you can pick more. Each picked row shows a check mark and gets its own chip.

When you have picked everything you need, pick the action from **Actions**. You can also press Enter in the empty search box: the first Enter highlights the default action and the second runs it on all chips. The hint bar shows how many objects the action runs on.

### Open in a window or a new tab

* Shift+Enter opens the highlighted transaction or invoice in a window over the current page (**Open in a modal**)
* Ctrl+Shift+Enter (Cmd+Shift+Enter on Mac) opens the highlighted object in a new browser tab (**Open in a new tab**)

The hint bar shows **Modal** and **New tab** only when the highlighted row can open that way.

## Browse into an object

Some objects contain others. Highlight the parent and press Arrow right, or click **Open related items** on the row, to list its contents:

* An invoice or an order lists its **Invoice row** entries
* A transaction lists its **Transaction line** entries
* A dimension lists its **Dimension item** entries
* A budget lists its **Budget item** entries
* A bank account or a credit card lists its **Bank transaction** entries

When you browse a list, you can type to filter it, change the sort order (**Alphabetical**, **Date** or **Value**) and choose which **Columns** the rows show.

To go back, click the breadcrumb at the top of the list, or press Shift+Tab or Arrow left.

### See everything about a counterparty

Browsing into a **Counterparty** shows every object that refers to it, grouped by type: transactions, transaction lines, sales and purchase invoices and orders, budget items, dimension items and labeling rules.

When you pick a counterparty, the actions include **Open transactions**, **Open transaction lines**, **Open sales invoices**, **Open purchase invoices** and **Open budget list view**. You can pick several counterparties and open their data together.

## Pin favorites

Point at a row and click its star (**Add to favorites**), or highlight it and press Ctrl+Shift+F (Cmd+Shift+F on Mac). The row is added to **Favorites** at the top of the list. You can pin objects, object types and actions. Pin the row again to remove it from **Favorites**.

## Other things you can type

* **A calculation:** type an expression such as `1250*1.255`. The result appears after the text, and Enter copies it to the clipboard
* **An account range:** pick the **Account** object type and type a range such as `3000-3999`. **Open account range** opens those accounts in the general ledger
* **A name for something new:** type a name and pick an action such as **Create a budget** or **Create a workbook**. The new object gets the name you typed

## Keyboard hints

The bar at the bottom of the list shows the shortcuts that work right now. Shortcuts that don't apply to the highlighted row are dimmed. Click **Shortcuts**, or press Ctrl+/ (Cmd+/ on Mac), to see the full list. The play button opens **How-to videos**.

See all global search shortcuts in [Keyboard shortcuts](https://support.caleido.io/reference/keyboard-shortcuts.md#global-search).

## Related pages

* [Navigate Caleido](https://support.caleido.io/get-started/navigate-caleido.md)
* [Keyboard shortcuts](https://support.caleido.io/reference/keyboard-shortcuts.md)
* [Glossary](https://support.caleido.io/reference/glossary.md)


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