Skip to main content

​
Overview

Command search helps you move around Z360 without leaving your keyboard. Use it to open pages, create records, find business records, return to Ask Z threads, or ask Ask Z a new question. Use Command + K on Mac, Ctrl + K on Windows, or click Search in the sidebar. The command menu can show:
  • Quick actions
  • Page navigation
  • Settings pages
  • AI Studio pages
  • Ask Z threads
  • Contacts
  • Conversations
  • Tickets
  • Leads
Some settings and navigation results only appear when your role has permission to open them.

​
What You Can Find

Command search groups results so you can move quickly without remembering where each page lives.

​
Search Pages and Records

  1. Open command search.
  2. Type what you need, such as contacts, billing, a customer name, a ticket title, or a lead.
  3. Choose the result.
When you type a search term, Z360 can search across matching app records and navigation items. Some record results may take a moment to load. When a result opens a nested menu, choose the next item or keep typing to search within that menu and across all command search results. Type a question or instruction, then use Command + Enter on Mac or Ctrl + Enter on Windows while the command search input is focused. Z360 opens Ask Z with your prompt so you can continue the request in a chat.

​
Quick Actions

Command search includes quick actions for common work: Quick actions open the matching create flow directly, so you can start the task without first navigating to that module. Z360 also supports two-key navigation shortcuts. Some destinations only appear for users with the required permissions.

​
Create Shortcuts

Use create shortcuts for common new-record workflows.

​
Ask Z Shortcuts

​
Close the Command Menu

Press Escape to close command search, a dialog, or a drawer when that control is active.

​
Tips

  • Use command search when you know what you want but do not want to browse menus.
  • Search by customer name, phone number, ticket title, or lead details.
  • Use Command/Ctrl + Enter when your search is really a question for Ask Z.
  • If a page is missing, confirm your user has permission to access it.
  • If record results are still loading, wait a moment or narrow your search term.