Type the first few words of the record type you looking for (i.e. “sale” for a sales order, “cu” for a customer) then a colon (:), and then your search query to narrow your search to just records of that type.
As an example to search the customer ABC Company, Type cu: ABC Company in the Global Search bar.
List of Prefixes
| Prefix | Record Type |
| cam | Campaign |
| cash | Cash Sale |
| con | Contact |
| cust | Customer |
| emp | Employee |
| est | Estimate |
| ev | Event |
| exp | Expense Report |
| fi | File |
| invo | Invoice |
| iss | Issue |
| it | Item |
| opp | Opportunity |
| par | Partner |
| ph | Phone Call |
| sales | Sales Order |
If you’ve changed your record names via the Setup > Company > Rename Records/Transactions page those new names will change your prefixes!
Use the Wildcard Character (%)
Add the percent character (%) to run a wildcard search. For example, if we’re looking for an invoice beginning with 15, we can search inv:%15.
Include Inactive Records (+)
Use any query but include a plus sign (+) after your search to also include any inactive records in your results.
Find Exact Matches (“”)
Wrap your query in quotation marks ("") to get exact text matches.