Search Configuration
Configure which sources are included in your workspace search.
Channels
ProjectHub
Your Teams
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Selected channels 0
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Active records only
When on, only searches active/open records. When off, searches all records including inactive and closed.
BIB Entities
Projects
Search by name, reference and type.
Invoices
Search by name, invoice number and reference.
Orders
Search by name and order number.
Inspections
Search by name, reference and location.
Estimates
Search by name, estimate number and company.
Merchants / Vendors
Search by name and email address.
Standard Entities
Tasks
Search tasks by subject and description.
Contacts
Search by name, email and phone.
Accounts
Search accounts by name, email and number.
✓ Saved