Search
Find anything in your workspace instantly
Search
Coherence's powerful search helps you find records, emails, and content across your entire workspace in seconds.
Quick Search
Opening Search
Open the search bar in any of these ways:
- Click the search icon in the header
- Press
Cmd+K(Mac) orCtrl+K(Windows) - Press
Sfrom anywhere
Basic Search
Type any keyword to search across:
- Record names and titles
- Field values
- Email subject and body
- Notes and comments
Search Results
Results are grouped by type:
- Records - Matching records from all modules
- Emails - Emails containing your search term
- Files - Attachments and documents
Advanced Search
Field-Specific Search
Search within specific fields:
email:[email protected]
status:active
company:"Acme Corp"
Module Filtering
Limit search to a specific module:
in:contacts john
in:deals >$10000
Date Filtering
Search by date ranges:
created:today
updated:last week
due:next 7 days
Operators
Combine terms with operators:
| Operator | Example | Meaning |
|---|---|---|
| AND | john AND company | Both terms must match |
| OR | john OR jane | Either term matches |
| NOT | john NOT inactive | Exclude results |
| "" | "John Smith" | Exact phrase |
Use quotes for exact matches. Searching John Smith finds records with either word, while "John Smith" finds the exact phrase.
Command Bar
The command bar (Cmd+K) is more than search - it's your command center.
Quick Actions
Type an action name:
new contact- Create a new contactsettings- Open workspace settingshelp- Access help resources
Navigation
Jump to any location:
- Module names
- View names
- Settings pages
Recent Items
The command bar shows recently viewed items for quick access.
Filters vs Search
When to Use Search
- Finding specific records by name
- Looking for content in emails or notes
- Quick navigation to known items
When to Use Filters
- Building lists based on criteria
- Saving reusable queries
- Complex multi-field conditions
Search Tips
Partial Matches
Search finds partial matches automatically:
- Searching
johnfinds "Johnson", "Johnny", "John" - Searching
acmefinds "Acme Corp", "Acme Industries"
Typo Tolerance
Minor typos are handled gracefully:
- Searching
jonhstill finds "John" - Common misspellings are recognized
Relevance Ranking
Results are ranked by relevance:
- Exact matches in titles
- Partial matches in titles
- Matches in other fields
- Matches in related records
Saved Searches
Saving a Search
- Perform your search
- Click Save Search
- Name your saved search
- Access it from the sidebar
Managing Saved Searches
Edit or delete saved searches:
- Right-click the saved search
- Choose Edit or Delete
Email Search
Full-Text Search
Search finds content within:
- Email subject
- Email body
- Sender and recipient names
- Attachment names
Thread Search
Find entire email threads by searching any message in the thread.
Email Filters
Combine with filters:
from:@company.com has:attachment
to:me unread
Mobile Search
Voice Search
Tap the microphone icon to search by voice on mobile devices.
Recent Searches
Your recent searches are saved for quick re-access.
Search Performance
Instant Results
Search results appear as you type - no need to press Enter.
Background Indexing
New records and emails are indexed automatically. Most content is searchable within seconds of creation.
Related: Navigation & Sidebar