Concept1 min read
Searching across the CRM
The search box in the header searches across records rather than within one screen, so an address, a customer name or a job number finds the project from anywhere.
What comes back is scoped to what you may see: search cannot surface a project at a location you are not attached to.
Was this article helpful?
Related articles
- Finding your way around TrussiWhat each item in the left sidebar opens, where account settings and training live, and why a menu item you expected might be missing.
- Getting help: support tickets and training videosReport an Issue at the bottom of the sidebar opens the support drawer.
- NotificationsThe Notifications screen lists what Trussi has notified you about.
- The mobile appThe Trussi mobile app puts your projects, quotes, checklists and photos on your phone, signed into the same account as the web CRM.