Search & the command menu

There are three ways to find things in the platform, from fastest to deepest: the command menu (⌘K) for jumping and doing, the list filters on each section for narrowing a table, and the knowledge base for questions that need an answer rather than a record.

The command menu (⌘K)

Press ⌘K (Ctrl-K on Windows) anywhere — including while you're typing in a search box — to open the command menu. On desktop you can also click the Search button in the top bar; on a phone, tap the search icon.

Start typing and the menu does three things at once:

• Jump to a record. As you type (3 characters or more), it searches your gallery's artworks, contacts, artists, lists, offers, and locations, best match first, and groups the results by kind. Press Enter to open the highlighted one.
• Go anywhere. Every section and every report has a command — including the pages that aren't in the sidebar (publications, domains, the sales pipeline, invoices, and each report). Type the name, or a synonym: "inventory" finds Artworks, "clients" finds Contacts, "viewing rooms" finds Lists.
• Run a quick action. "Add contact" and "Log a note" open the quick-capture sheet on the right form. Utility commands cover Toggle theme, Copy link to this page, Keyboard shortcuts, and Sign out.

If a search can't reach the server it says so ("Search failed — check your connection and try again") rather than showing an empty list.

Keyboard shortcuts

The command menu is also how you learn the shortcuts. Choose Keyboard shortcuts (or press ?) to see them. ⌘K is the only one you need to remember — the rest are shown next to the commands they run.

Filtering a list

Each section (Artworks, Contacts, and the rest) has its own search box and filters above the table. Use these when you want to narrow a set — every available work by an artist, contacts at a lead stage — rather than jump to one record. The command menu is the launcher; the list filters are the workbench.

Asking a question — the knowledge base

When you have a question rather than a record to open ("which collectors asked about the Hockney?"), hand it to the assistant. From the command menu, choose Ask the assistant with your typed text, or open the Assistant section. The assistant searches the knowledge base — your mailbox, notes, and gallery content — and answers with sources. (The knowledge base is a Pro feature.)

Searching by how a work looks

On the Artworks section you can search visually — describe a look ("moody blue seascapes") and get the works whose images match, most similar first. In a public viewing room, visitors get the same "Search this collection" box over the works you've published there.