Use Global Search

Search across customers, vendors, and ledger entries from the persistent search bar at the top of the app.

Global search results showing ledger entries returned from the app header search field

When To Use This

Use global search when you want to jump directly to a customer, vendor, or ledger result without browsing to the page first.

Before You Start

  • An active company is selected.
  • You can see the search field at the top of the app.

Steps

  1. Select the search field at the top of the app.
  2. If you prefer the keyboard, press / to move focus to the search field when you are not already typing in another input.
  3. Enter at least two characters from the record you want to find.
  4. Review the grouped results returned by the search. Current result groups are:
  • Customers
  • Vendors
  • Ledger Entries
  1. Use the arrow keys to move through the results if you are navigating by keyboard.
  2. Press Enter to open the highlighted result, or click the result directly.
  3. Press Escape if you want to close the open search result list.

What Happens Next

Search results open the page that matches the result type:

  • customer results route to Customers
  • vendor results route to Vendors
  • ledger results route to Ledger

When possible, SPRK also carries the selected result into that page as a prefilled search or filter.

If Something Looks Wrong

What You See What To Check What To Do Next
The entered value or selection does not produce the expected result Typing only one character and expecting full results The current search waits until the query is at least two characters long
The result looks ready, but a key check is unresolved Assuming all results open the same page Verify the visible SPRK state before continuing
A needed review step is missing Forgetting that search is disabled until a company is selected Go back to that check before continuing
The current page does not fit the task Using the slash shortcut while actively typing in another input field and expecting focus to move Return to the workflow this page supports