> For clean Markdown of any page, append .md to the page URL.
> For a complete documentation index, see https://docs.pivotal.app/llms.txt.
> For full documentation content, see https://docs.pivotal.app/llms-full.txt.
> For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://docs.pivotal.app/_mcp/server.

# Search

⌘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.

| Operator          | What it does                                              | Example                  |
| ----------------- | --------------------------------------------------------- | ------------------------ |
| `type:customer`   | Match customers only                                      | `type:customer acme`     |
| `type:onboarding` | Match onboardings only                                    | `type:onboarding launch` |
| `type:task`       | Match tasks only                                          | `type:task SOC2`         |
| `type:contact`    | Match contacts only                                       | `type:contact @acme.com` |
| `@me`             | Limit to records assigned to you                          | `@me overdue`            |
| `@user:lin`       | Limit to records owned by a teammate (partial name match) | `@user:lin kickoff`      |
| `status:at_risk`  | Match customer status                                     | `status:at_risk`         |
| `phase:UAT`       | Match onboarding phase                                    | `phase:UAT @me`          |
| `#tag`            | Match a tag value                                         | `#enterprise`            |
| `#42`             | Jump 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](/product/customers/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](/product/workbench/filters-and-views)
* [Search customers](/product/customers/search-customers)
* [Open the Workbench](/product/workbench/open-the-workbench)

Email **[help@pivotal.app](mailto:help@pivotal.app)** with a screenshot of where you got stuck and the customer or onboarding id from the URL.