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On this page
  • Operators
  • Result ordering
  • Keyboard
  • What search does not do
  • Recent searches
  • Performance and limits
  • Related
Workbench

Search

Global jump-to across customers, onboardings, tasks, and contacts with operator support.

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Filters and views

Built with

⌘K (Ctrl+K on Windows) opens global search from anywhere in Pivotal. Type three characters and the result list narrows in real time across all four record types. Arrow keys move the selection. Enter opens the highlighted result.

Search matches on names, domains, emails, task titles, and tag values. It does not match comment bodies or attachment contents.

Operators

Operators let you scope the search before you type the query. Prefix them with no space (e.g. type:onboarding kickoff) and the result list filters as you keep typing.

OperatorWhat it doesExample
type:customerMatch customers onlytype:customer acme
type:onboardingMatch onboardings onlytype:onboarding launch
type:taskMatch tasks onlytype:task SOC2
type:contactMatch contacts onlytype:contact @acme.com
@meLimit to records assigned to you@me overdue
@user:linLimit to records owned by a teammate (partial name match)@user:lin kickoff
status:at_riskMatch customer statusstatus:at_risk
phase:UATMatch onboarding phasephase:UAT @me
#tagMatch a tag value#enterprise
#42Jump to customer or onboarding by display id#42

Operators stack. type:onboarding phase:UAT @me returns onboardings in UAT phase owned by you.

Result ordering

Pivotal ranks results by, in order: exact name match, prefix match, recent open count (your last 30 days), and finally creation date. The display id (e.g. #42) always returns its exact record at the top regardless of other operators.

Keyboard

Inside the search panel:

  • ↑ ↓ move the selection
  • Enter opens the result in the current tab
  • ⌘+Enter opens in a new tab
  • Tab cycles between type tabs (All, Customers, Onboardings, Tasks, Contacts) at the top of the panel
  • Esc closes the panel without navigating

What search does not do

Three common asks that fall outside search:

  1. Full-text comment search. Use the comments tab on a record, or Customer history for a chronological view.
  2. Attachment content search. Pivotal does not index PDFs, images, or uploaded files.
  3. Boolean queries. There’s no OR. Stack operators (AND) or run two searches.

Recent searches

The empty state of the search panel shows your last 8 searches and the last 5 records you opened. Click any row to re-run or jump back. Clear the history with ⋯ > Clear recent at the bottom of the panel.

Performance and limits

Search is debounced at 120ms. On workspaces with more than ~50,000 records combined, results may take an extra beat to render. If a query consistently returns nothing you expect, double-check the operator spelling; type:Onboarding (capitalized) is rejected as an invalid operator and the panel highlights it in red.

Related

  • Filters and views
  • Search customers
  • Open the Workbench

Email help@pivotal.app with a screenshot of where you got stuck and the customer or onboarding id from the URL.