Search
What is Search?
Section titled “What is Search?”Search lets you find records across your brix workspace — including clients, quote requests, and other items — without navigating to each section individually.
Where to find it
Section titled “Where to find it”Click the search icon in the top bar of any brix page. A search box opens where you can type a keyword to find matching records.
What you can search for
Section titled “What you can search for”Search results are filtered based on your permissions — you will only see records for the sections your role can access.
| Record type | What is searched |
|---|---|
| Quote Requests | Quote request title, client name, reference number |
| Services | Service name |
| Materials | Material name |
| Equipments | Equipment name |
| Assets | Asset name |
| Clients | Client name, phone number, address |
Tips for better results
Section titled “Tips for better results”- Use at least two or three characters to get results — very short searches may return too many matches.
- Search by name or reference number for the most accurate results.
- If you cannot find a record, check the relevant section directly (for example, open Clients to browse all client records).
- Results are grouped by record type. Use the filter chips at the top of the search modal to narrow down to a specific type.
Things to check
Section titled “Things to check”Search returns no results
Try a broader term. Search requires a close match for most fields; partial matches are supported for names.
A record I know exists is not appearing
The record may have been archived or is in a section that search does not cover. Open the relevant section to find it directly.
See also:
- Quote Requests to browse all quote requests.
- Clients to browse all client records.
Quote Requests View and manage all quote requests in your workspace.
Clients Manage client records and contact details.