Search
Find anything in your workspace instantly
Your Workspace: 5 pages
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