Search

The search box in the top bar is labelled Search records, fields, contacts…. The shortcut is Ctrl+K, or Cmd+K on a Mac.

Type a name. Results are records you are allowed to open: companies, people, deals, and the rest of the firm’s book. Choosing a result opens that record.

Search does not look at other firms. It does not search this manual. For a page in the manual, use the search box on this site.

A list page has its own search as well. On Dealflow, then Companies, the box is Search companies… and it filters that list only.