Hubz.

Navigation / Record search and keyboard access

Search contacts, companies and opportunities in Hubz

Search contact, company and opportunity results within your existing permissions, then open the relevant record.

PRODUCT VIEW

See how it works.

Global search helps the team find a CRM record without opening the right module list first. Find existing matches through names, supported contact details, company names or domains, and opportunity titles. Results are identified as contacts, companies or opportunities and lead to the relevant record. Search respects workspace context and enabled-module permissions; a search box does not unlock disabled modules.

Hubz.Workspace / Global searchDK
EXPLORE THE PRODUCT

Global search

Sample view
⌕ Sample companySearch
Sample search results
Sample companyCompany recordCRM
Deniz KayaContact recordCRM
Sample conversationRelated recordFollow-up
Results only include supported records you have permission to access.
01Open search
02Enter a useful query
03Choose the right result
Interface illustration using sample data. The layout is simplified to explain the relevant feature.

FROM NEED TO OUTCOME

Where this helps.

During a customer call, finding the right menu before searching its list can split a simple lookup into unnecessary steps.

WHAT YOU CAN WORK TOWARDS

Start with the information you remember, identify the result type and open the appropriate contact, company or opportunity details.

STEP BY STEP

How to use it.

  1. 01

    Open search

    Use the top search field or supported keyboard shortcut. On narrow screens, the available mobile search view opens.

  2. 02

    Enter a useful query

    Search with at least two characters using a person's name or contact details, a company name or domain, or an opportunity title.

  3. 03

    Choose the right result

    Read the result type and secondary information, then select it by keyboard or pointer. Reassess the query when an empty or error state appears.

INSIDE THE MODULE

What can you do?

FOCUS 01⊙
Global search
Record fieldThree CRM record types

Three CRM record types

See contacts, companies and opportunities with type indicators, distinguishing similarly named records by context.

FOCUS 02▤
Global search
Record / contentStatusOwner

Keyboard shortcut

Use Command/Ctrl+K to reach search in a suitable desktop or mobile view, then use the available result-selection tools.

FOCUS 03↗
Global search
✓Workspace and module checks✓Choose the right result✓See what is included

Workspace and module checks

Results are limited to the relevant organization and enabled modules. Search does not bypass ordinary module access rules.

FOCUS 04◇
Global search
Record fieldBounded suggestions

Bounded suggestions

See a short suggestion list within each type's current result limit. It is not an export or complete count of organization data.

IN EVERYDAY WORK

What it looks like in practice.

Sales representative

You only remember a customer's email address when preparing a call.

Find the contact result and prepare from the actual record history.

Scenarios are illustrative; they are not customer testimonials or measured performance claims.

KNOW WHAT IS INCLUDED

Plans, permissions and limits.

Search works with contacts, companies and opportunities the user is authorized to access. Result scope depends on enabled modules.

  • Global search is not an unlimited full-text engine for all files, email and product content.
  • The short results list is not a complete record count or report of every match.
Compare plans

YOUR QUESTIONS

About this feature.

01Can search give me access to a disabled module?

No. Search checks module rights and workspace context. The record detail's own access conditions also apply.

02Why are there no results as soon as I start typing?

Search requires at least two meaningful characters. A shorter query, loading or an error state is distinct from finding no matches.

RELATED WORKFLOW GUIDES

You may also need these features.

ContactsManage contact details, job titles, company associations and acquisition sources in searchable, filterable records.CompaniesKeep industry, domain, contact and address information alongside the people and sales work connected to a company.Lead InboxOrganize a lead's source, score, first contact date and qualification status, then convert suitable leads into CRM records.

MODULES THAT WORK TOGETHER

Explore related modules.

01

Customer relationships

Keep contact details, company relationships and past conversations in one shared record.

02

Sales pipeline

Track potential work, the customer relationship and its sales stage in the same view.

03

Security and team access

Arrange team access through workspace membership, existing roles, enabled modules and connection permissions.