Karitm's global search is a command palette: type a few characters to find any page or setting in the system, and press Enter to open it — no need to hunt through the menu. The system has over a hundred pages, and navigating the menu to reach any one of them takes time; global search is the fastest way to navigate, and after a few days it replaces the menu for the power user.
Two searches for two jobs
Key teaching point: Karitm has two separate search tools, and each does its own job excellently.
| Tool | What it finds | Where it is |
|---|---|---|
| Global search (Ctrl+F) | System pages and settings | The search box in the top bar |
| In-page search (Ctrl+/) | Organization records: invoices, contacts, goods, documents, tickets | The search box above the table on each list page |
A simple example: if you're looking for a particular customer's invoice, first press Ctrl+F and type "Sales Invoices" to open that list, then within that page press Ctrl+/ and search for the customer's name or the invoice number. Be sure to explain this distinction when training new users — otherwise the user will assume the system doesn't have the record, when in fact they just need to search one step further in.
Opening and closing
| Action | Method |
|---|---|
| Open | Click the search box, or use the Ctrl+F shortcut |
| Move between results | Up and Down arrow keys |
| Open the selected result | Enter |
| Close | Esc |
A guide to these same four keys is always shown in the bottom bar of the results panel. The correct workflow is: after typing, first move down to a result with the Down arrow key, then press Enter.
Empty state — before typing
When you open the search box before typing anything, two sections appear: "Recent" (the user's recent searches, with a clock icon and a "Clear" link) and "Quick Access" — a fixed list of the system's most-used pages, marked with a star icon:
| # | Page |
|---|---|
| 1 | Dashboard |
| 2 | New Document |
| 3 | New Sale |
| 4 | Goods |
| 5 | Contacts List |
| 6 | Documents List |
These six pages effectively represent the most common daily tasks in an ERP: overview, document entry, sales, goods, contacts, and reviewing documents. For a new user, these six form an initial roadmap.
Structure of the results
Results are grouped by module. Each group has a header with the module name, the module icon, and a count of the results. The components of each result are: a dedicated page or setting icon · a title with the matched portion highlighted in color · a breadcrumb path (the full location in the menu, e.g. "Goods & Warehouse ← Warehousing") · a type badge.
| Badge | Meaning |
|---|---|
| From list | A page; opening it creates a new tab |
| Setting | A specific setting inside one of the settings pages; takes you directly to that setting |
The "Setting" badge is this search tool's most important capability. Instead of the user needing to know which tab of which settings page holds "Automatic warehouse receipt issuance for a purchase invoice," they simply type "warehouse" and land directly on that field.
Practical example — searching "warehouse"
Searching for "warehouse" returns seven results in two groups.
| Result | Menu location | Badge |
|---|---|---|
| Warehouses | Goods & Warehouse ← Warehousing | From list |
| Inventory Counting | Goods & Warehouse ← Warehousing | From list |
| Inventory Counting Inbox | Outside the menu | From list |
| Default warehouse for outbound transfer | General Settings ← Warehousing Settings | Setting |
| Default warehouse for receipt | General Settings ← Warehousing Settings | Setting |
| Automatic outbound warehouse transfer for a sales invoice | General Settings ← Sales Settings | Setting |
| Automatic inbound warehouse receipt for a purchase invoice | General Settings ← Purchasing Settings | Setting |
Two important points from this single example: first, the "Inventory Counting Inbox" page appears in the results even though it is not listed in the menu — meaning global search also finds pages that are outside the menu, something browsing the menu cannot do. Second, four important warehousing settings scattered across four different tabs of the General Settings page are brought together with a single search term.
Fuzzy matching
The search doesn't require an exact match; it's enough for your query to approximately read like the page name.
- Positive consequence: Typos and missing half-spaces (ZWNJ) don't prevent a page from being found. A user can type "Review Accounts," "ReviewAccounts," or "Review Accounts" and get the same result — this matters, because several titles in the menu itself are written without the half-space character.
- Negative consequence: For short queries, unrelated results can also appear. Solution: write a longer, more precise query.
Comparison with other navigation tools
| Tool | Best use | Limitation |
|---|---|---|
| Side menu | Learning the product structure, browsing what exists | Slow; with over a hundred pages, requires scrolling |
| In-menu search | Finding an item within the same menu | Menu items only |
| Global search (Ctrl+F) | Jumping quickly to any page or setting; pages outside the menu | Pages and settings; for records, use in-page search |
| Dashboard quick access | Personally frequently visited pages, with pinning available | Only pages already opened before |
| Internal tab bar | Switching between simultaneous tasks without losing state | Open tabs only |
Training recommendation: teach new users the menu first, and introduce Ctrl+F from the second week onward. After a month, a power user relies almost entirely on Ctrl+F and the tab bar.
Other keyboard shortcuts
The system has a shortcuts guide that opens from the bottom bar of the page ("Keyboard Shortcuts," marked F1).
General shortcuts
| Shortcut | Function |
|---|---|
| Ctrl+F | Global search |
| Ctrl+/ | Search box within the current page |
| F1 | Shortcuts guide |
| Esc | Close the open panel, dialog, or list |
Treasury wizard shortcuts
The system's most heavily used set of shortcuts:
| Shortcut | Function |
|---|---|
| Enter | Confirm and go to the next step |
| Ctrl+Enter | Next step |
| Ctrl+Shift+Enter | Previous step |
| 1 to 4 | Select document type (check, cash, transfer, card reader) |
| A | Advanced entry |
| Ctrl+S | Save |
In the chequebook wizard, Enter moves between the cells of the check-sheet table — essential for entering a book of 50 sheets. In the AI assistant, Enter sends the message and Shift+Enter creates a new line.
Sample workflows
Jump quickly to a page
Ctrl+F ← type a few characters of the page name ← Down arrow until you reach the right result ← Enter.
Finding a setting you don't know the location of
Ctrl+F ← type the setting's topic (e.g. "warehouse," "tax," "SMS") ← look for the "Setting" badge ← the breadcrumb path under the title tells you which page and which tab that setting is on.
Finding a page that isn't in the menu
Ctrl+F ← type the approximate page name. Pages such as "Inventory Counting Inbox," which aren't listed in the menu, are found this way.
Finding a data record
Use Ctrl+F to go to the relevant list ← press Ctrl+/ within the page ← type the record's name or number.
Frequently asked questions
I searched for a customer's name in the box at the top of the page and it didn't come up.
Global search finds pages and settings. For a record, first go to the relevant list (e.g. "Contacts List") and use Ctrl+/ there.
I pressed Enter but nothing opened.
First move down to one of the results with the Down arrow key, then press Enter.
Unrelated results appear.
The search uses fuzzy matching; write a longer, more precise query.
How do I clear my search history?
Open the search box and click "Clear" next to the "Recent" section.
I can't find a page in the menu, but I know it exists.
Use Ctrl+F; some system pages are deliberately not listed in the menu.
What does the "Setting" badge in the results mean?
It means the result is a settings field or key, not a full page; clicking it takes you directly to that setting.