About Global Search

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Zipi’s search bar is a great resources that can help you find information across the entire platform including:

  • Deals
  • Contacts
  • Divisions
  • Tasks
  • Groups
  • Invoices
  • Expenses
  • Bills
  • Profiles
  • Payments Made
  • Payments Received 

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You can use Zipi's global search on any page. Simply type in what you're looking for and you will see the relevant search results. 

Type in whatever it is you'd like to search for (deal, contact, profile, etc.) and you will see a list populate below with everything associated to what you've put into the search bar. In the example below, we searched for "bugs" which then populated all profiles, contacts, bills and deals that are associated with our search. The icon to the left of each item shows what it's related to. 

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You can then select the item from the search that you were looking for and it will bring you to that page in Zipi.

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