Search records, Help and commands
Press Cmd-K or Ctrl-K on any page to find a record, read Help, jump to a page, change the theme or start a chat with Scout.
Open search
- Press Cmd-K or Ctrl-K.
- Or select Search or ask… at the top of the sidebar. In the collapsed sidebar and on a phone, select the search icon.
Press the shortcut again or Esc to close search. You return to where you were.
Go to a page
- Open search and start typing, such as “levels” or “audit”.
- The first available result is highlighted as you type. Press Enter to open it, use the Up and Down arrow keys to choose another result, or select a row.
Search matches page names and the words people use for them: “customers” finds Contacts, “warehouses” finds Locations and “stock” finds Inventory. An exact name or the beginning of a page name comes before record matches. Pages show their owning section, such as Reporting or Settings. Searching “tag” opens the one Tags page in Configure, where optional columns show usage counts.
Start a Scout chat
- Open search and type your question.
- Choose Start a chat at the bottom of search. Scout opens in a floating chat and answers your question while your current page stays open.
With nothing typed, choose Start a chat to open a new, empty floating conversation. Use Open full-screen chat in Scout to expand it. If Scout is already full-screen, the new conversation opens there. Scout shows progress as it works. If the question cannot be sent, it stays in Scout’s message box; select Send to try again. Every active business can start a chat with Scout.
Change the theme
Type “theme” or “dark”. The commands Use light theme, Use dark theme and Use system theme change the theme, and the one in use is marked Current. They change the same setting as the company menu and Configure → General.
Run an app control
The App controls group holds:
- Collapse sidebar or Expand sidebar on a computer, or Open navigation on a phone.
- Back to app, while you are in Configure.
- Company menu, which opens the company menu.
- Sign out.
Edit the open record
With a record open, choose Add tags… or Set project… from search to open that record’s inline property picker. Outside a text input, L opens Tags and Shift+P opens Project. F opens the current list’s filters. These controls follow the permissions and workflow of the open record.
Find records and documents
Type a name, ID, SKU, order number or reference. Search finds records in your active business, published business documents and Biosphere Help. It also finds retained files and imported records that are still waiting for review. Tags show their colour and parent context; opening a tag shows its editable row in Configure, where you can turn on usage columns. A result shows its name, matching text and state; select it to open its details.
Exact identifiers lead, followed by names, prefixes, matching words and similar spellings. Commands remain available while records load. Loading and failed searches do not mean there are no matches; use Retry when a search fails.
Search previews show one title line and one text line. Help and business document groups each show up to three matches; other record types show up to five. Start a chat and See all results stay at the bottom while matches scroll.
Choose See all results to open the complete results page. Use Object type, Source and Status to narrow the results, and Next results to continue. You can also use the type button beside a result to show only that type. Include archived records includes records no longer in use. Draft documents stay out of search. Search respects your current access; your Scout conversations are private to you.
Typing never asks Scout or changes records. To ask a question, select Start a chat. Pressing Enter with no matching record opens the results page. To search another business, close search and switch businesses in the company menu.