Want to search for some specific data in your account or a specific table?

Searching your data in Orgzit is simplified by a global search. This allows you to search your data irrespective of wherever it is in Orgzit account.

Steps to utilize this feature are as follows:

  1. After logging in to your account, you will see a magnifying glass-shaped button. When you hover your mouse pointer over it, a pop-up with the name "Search Record" will appear.

  2. Clicking on that button will open a search box with a text field for your input.

  3. By default, the search box searches in the global mode, i.e. "All the workspaces and all the apps". This search has also been characterized as per different contexts. eg: Search can be done by selecting a specific workspace or a table.

  4. The search results are divided into 4 different types of outputs, i.e. Records, Comments, Tasks, and Attachments. eg: If you are looking for a record, your search results will be displayed within the "Record" tab of the search box. Similar action is applicable to the remaining three output types.

    Note: You can use this feature from your dashboard or from any specific table. When you search from a table, by default, it will search within that specific table.

Here's a guide to search on Orgzit. 

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