Universal Search is the fastest way to find a record, jump to a feature, or run a common command without working through the navigation.
Open Universal Search
Select Search in the top bar, or press Command + K on a Mac or Ctrl + K on Windows. Start typing a client, project, invoice, ticket, agreement, or another record name. Moxie groups matching results by type so similarly named records remain easy to distinguish.
Results stay together by record type. The group with the strongest match appears first, and the closest matches appear first within each group.
One search can surface related records from several parts of Moxie.
Navigate to a feature
You do not need to remember where a feature lives. Search for a page or setting—such as invoices, workflows, email templates, or client portal—and choose the matching navigation result. This makes Universal Search useful even when you are not looking for a specific record.
Narrow by record type
To search only one kind of record, begin with a type helper, add a colon, and then enter your search words. For example, project: Steven searches projects for “Steven,” while customer: Acme searches clients for “Acme.” Helpers are not case-sensitive, and spaces around the colon are optional.
Use any of these helpers:
Projects: project, projects, job, jobs
Clients: client, clients, customer, customers, business, businesses, company, companies
Contacts: contact, contacts, person, people
Tasks: task, tasks, todo, todos, to-do, to-dos
Invoices: invoice, invoices, bill, bills
Agreements: agreement, agreements, contract, contracts, proposal, proposals
Opportunities: opportunity, opportunities, deal, deals, lead, leads, prospect, prospects
Tickets: ticket, tickets, issue, issues
Forms and submissions: form, forms, submission, submissions
Meetings: meeting, meetings, appointment, appointments
Files: file, files, attachment, attachments
For example, try jobs: website redesign, people: Jordan, bills: 1042, or attachments: logo. If the word before the colon is not a supported helper, Moxie treats the whole entry as an ordinary search.
Run slash commands
Type / by itself to see the command palette. Continue typing to narrow the list, then choose a command to open its creation or action flow.
Slash commands turn Universal Search into a keyboard-friendly action launcher.
Available commands include:
/new-client — create a client
/new-project — create a project
/new-invoice — create an invoice
/new-agreement — create an agreement
/new-ticket — create a ticket
/new-task — create a task
/new-time-entry — add a time entry
/start-timer or /stop-timer — control the current timer; Moxie shows the action that applies now
/send-email — compose an email
Work from the keyboard
Use the arrow keys to move through results, press Enter to open the selected result, and press Escape to close Universal Search. The current page stays behind the search panel until you choose where to go.
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