Search and keyboard shortcuts
Find records and meetings, jump to another page and open results in a new tab.
Search helps you find records and meetings or jump to another page from anywhere in Lightfield.
Who can use it
Section titled “Who can use it”Search is available on every plan. Results depend on what you have access to in your workspace.
Find a record or page
Section titled “Find a record or page”Press Cmd+K on a Mac or Ctrl+K on Windows, or click the search icon at the top of the left sidebar, next to your profile menu. Start typing to find:
- accounts, contacts, opportunities, members, meetings, notes, tasks and lists
- dashboards, if your plan includes them
- sequences, by name, if your plan includes them and you aren’t a viewer
- custom object records, if your workspace has custom objects
Results whose name matches what you typed come first, under Top matches, whatever their type. The rest follow, grouped by type, such as Accounts (3).
Under Navigate to, the same box jumps to pages such as New chat, Settings, Sequences, Automations or Dashboards. The last three appear when your plan includes them, and Sequences doesn’t appear for viewers. Hold Cmd (or Ctrl) while you choose a result to open it in a new tab and keep the search open.
Common questions
Section titled “Common questions”Can I search emails with Cmd+K? Cmd+K doesn’t search email. To find an email, open the contact or account it belongs to, or ask the agent in chat.