Complete product guide

Global Search guide

Search is a fast command surface in the dashboard header. It returns matching feature destinations and business records that belong to the active company.

Fast path

Open the dashboardStart from the live business overview, then use search or the sidebar to jump.Finish company setupLogo, currency, contact details, social links, billing, payout, and deletion safety live in settings.Check plan limitsFree, Plus, Pro, and Max control capacity, AI, storage, recurring rules, approvals, payroll fees, and payouts.Use global searchFind features and records across clients, leads, invoices, deals, tasks, files, expenses, team, and AI chats.Ask Maximo AIUse chat, voice, files, tools, memory, sources, and session organization when the work needs help.

Find anything

Global Search

Search is a fast command surface in the dashboard header. It returns matching feature destinations and business records that belong to the active company.

Press Ctrl K or click the search field to open the search panel.
Feature results include Dashboard, Maximo AI, Automations, Inventory, Leads, Clients, Customers, Pipeline, Operations, Tasks, Files, Invoicing, Accounting, Team, Billing, and Settings.
Record results include clients, leads, inventory, invoices, quotes, deals, projects, tasks, files, expenses, team members, and AI chats.
Use arrow keys, Enter, and Escape for quick keyboard navigation.
Search is company-scoped and subscription-aware, so records from another company or inaccessible workspace will not appear.

Search from dashboard Customer records File records

Fast answers

Easy FAQs

What should I do first after creating a business?

Open Business Settings, complete the company profile, set the currency, upload the logo, confirm billing, then add clients, inventory, or leads depending on what the business sells.

Business settings Plan & Billing

Why do I see a plan or upgrade message?

The app checks plan tier, subscription state, and usage caps before opening or changing protected records. A 402 response usually means the plan is free, inactive, or has reached a limit for that feature.

Plan & Billing Compare plans

Which records can global search find?

Global search can find feature pages plus clients, leads, inventory, invoices, quotes, deals, projects, tasks, files, expenses, team members, and AI chats within the active company.

Search guide

How do payment links stay safe?

Payment links use long random tokens. Share the generated link, receipt, PDF, or email with customers, not a dashboard URL. The invoice number helps the business identify a document but is not the secret.

Invoices Security guide

What is Business Memory used for?

Business Memory stores durable company knowledge for Maximo AI: facts, preferences, style, source records, private notes, approved memories, retention rules, and conflict checks.

Business Memory Maximo AI

Keep moving

Go back to the workspace with context.

Use the dashboard for the work itself, and return here when a user needs a fast explanation, a workflow map, or the right page link.

Open Dashboard