- Press Cmd-K (Ctrl-K on Windows) or / anywhere in the workspace to jump to the search box. Results drop down as you type; arrows and Enter open one.
- Type any part of a name or number: a provider, an address, an account or circuit number with or without dashes, an invoice number, a phone number, a file name, or a page such as Reports. Guides from this help come up too.
- Ask a question in plain words, such as what we pay Lumen every month or which contracts need notice in the next 90 days. Ask answers from the workspace's own records only and links to each record it used. It never estimates, and it says when the records do not hold the answer.
- The last few records you opened wait in the box before you type, so going back is one keystroke.
In the app: Search · Ask your inventory. Sign in to open them in your workspace.