Quick Search allows you to navigate directly to your desired section of PSA from the search function. In addition to searching for accounts, projects, and other entities, you can perform quick actions: Create or Go to.
You can activate the Quick Search input by clicking the search icon (magnifying glass) in the top navigation bar, or using the shortcut Ctrl + Space (enabled by default but can be disabled in Settings > My Profile).
Permissions: All users
PSA plans: All
Search function
Quick Search and Search Results
You can search the following sections using the criteria listed below. The system will display a maximum of five most relevant results, limited to sections you have permission to access.
- Accounts: Account name and account number
- Projects: Project name and project number
- Contacts: Contact name
- Users: User name
- Expenses: Expense number
- Travel Expenses: Travel expense number
- Invoices: Invoice number
Targeted Search
You can target the search to a specific section of PSA by using the section name as a prefix (currently available only in English), for example:
project:123searches "123" only in the Projects section.expense:123searches "123" only in the Expenses section.
Quick Actions: Go to and Create
By typing Go to, you can directly navigate to the following sections in PSA:
- Accounts list
- Projects list
- Contacts list
- Expense list
- Travel expense list
- Users list
- Invoices list
- Settings
- My Profile → Password
By typing Create, you can open the creation view for the following:
- Account
- Project
- Contact
- Expense
- Travel Expense
- User
- Invoice
- Hour Entry