Using Universal Search

Last updated: April 17, 2025

Universal Search allows you to quickly find contacts, jobs, flows, interviews, and candidates—all from one search bar. This guide walks you through how to use each feature and understand what you're able to access.

1. How to Access Universal Search

You can open Universal Search from anywhere in the platform.

To open search:

  • Press CMD + K (Mac) or CTRL + K (Windows),
    or

  • Click on the search bar at the top of the screen

This brings up a search overlay that lets you start typing immediately.

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2. Searchable Items

Universal Search allows you to search across:

  • Contact names and emails

  • Job titles

  • Flow names

  • Interview titles

  • Candidate names (if linked to interviews)

To search for a specific information:

  1. Open the search bar (CMD/CTRL + K)

  2. Start typing your keyword (e.g., a name, job title, or interview name)

  3. Results will be grouped by type for easier scanning

3. Understanding Keyword Highlights

When you search, your keyword is highlighted within each result to help you identify matches faster.

How it works:

  • Matching words are bolded in the results

  • A short snippet is shown to give context (e.g., showing where the name or phrase appears)

This helps you scan and select the right result quickly.

4. Navigating to Results

Each search result is clickable and takes you directly to the related record.

To open a result:

  • Click on any item in the dropdown

  • You’ll be taken directly to the contact, job, flow, or interview detail page

There’s no need to navigate through separate modules.

5. Search Visibility and Permissions

Your search results are filtered based on your role and permissions within the platform. You’ll only see records you have access to.

Role-based access examples:

RoleSearch Access

Super Admins / Admins

Full access to all searchable items

Recruiters

Full access to contacts, limited access to jobs, flows, and interviews

Interviewers

Can only search for interviews they are assigned to

External Collaborators

Can search only contacts and interviews explicitly shared with them

There is no additional configuration needed—permissions are automatically applied.

6. Troubleshooting Search

If you’re not finding what you expect:

  • Double-check your spelling or try broader keywords

  • Confirm you have access to the module you're trying to search

  • Contact your admin if you believe you should see something that’s missing