Getting started · How-to
Find anything with ⌘K
Press ⌘K (Ctrl+K on Windows) on any screen to search your records, jump to a module, find a help article or start a common task without leaving the page.
Open search
Press ⌘K on a Mac or Ctrl+K on Windows. A box that says “Search or jump to…” opens over the page you are on. Press the same keys again, or Esc, to close it.
Pick up where you left off
Before you type anything, “Recent” lists the records you last opened from this box, in this workspace on this device. Choose one to open it again.
Search your records
Type part of a name, a number or a title. Results are grouped by kind — contacts, deals, invoices and so on — and only include records your role lets you open. An invoice, quote, sale or credit note is found by its own number, such as INV-0012 or QUO-0007. Choose a result to go straight to it.
Jump to a module
Type a module’s name, such as Bookings or Invoicing. “Go to” lists the matching modules that are switched on, with Companies and Books among them. It finds modules, not the tabs inside them.
Find help
Type what you are trying to do, such as “publish rota”. Under “Help”, the matching articles of this help center are listed; choose one to read it.
Do something
Under “Actions” you can start a “New contact”, “New deal” or “New invoice” if your role allows it, switch between light and dark, open “Integrations” or “Workspace settings”, or “Sign out”.
Use the other shortcuts
Outside a text box, press / to jump to the search box of the screen you are on, when it has one, and ? to see every keyboard shortcut. Esc closes what is open.
Common questions
- Can I use this search on a phone?
No — ⌘K needs a keyboard. On a phone, use the menu and the search box at the top of each list.
- Why can’t I find a record I know exists?
Search only shows records from modules that are switched on and that your role lets you open — the same ones you could find in the list. Check that you are in the right workspace, too.
Read next
Arrange your dashboard
Your dashboard shows a tile for each module with the numbers that need you today. Add, remove and reorder the tiles — your layout is yours alone.
Switch workspace, language or theme
Move between the businesses you belong to, change the language Setvos speaks to you, and choose between light and dark.
Find an answer in this help center
Open the help for the screen you are on, search every article, follow links straight to the screens they describe, and start a tour where there is one.
Press ⌘K to find anything
One shortcut searches your records, jumps to any screen and finds help articles — usually faster than the menu.
More in Getting started
Open in Setvos
Signed in? This article is also in the Help menu of the app.
Still stuck?
Tell us what you were trying to do — we answer in chat, in six languages. Write to us
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