Quick Search is a search bar that lives on top of the screen. It enables you to instantly navigate to any customer, contract, location, invoice, or meter across the active organization without leaving the current page.
What does Quick Search show?
Quick Search shows:
Up to 5 matching Customers – account number and short display name
Up to 5 matching Contracts – contract number, contractor name, utility type icons, and contract status badge
Up to 5 matching Locations (Service Locations) – display address and utility type icons
Up to 5 matching Invoices – invoice number, invoice type, and invoice status badge
Up to 5 matching Meters – serial number, meter model (brand + name), and current meter status badge
Results are grouped in a fixed section order: Locations → Contracts → Invoices → Meters → Customers.
⚠️ Note: Quick Search only returns results for entity types the current user has permission to access. Tabs for entity types the user cannot read are hidden entirely from the results dropdown.
List of all items you can search on
Customers
Account number
Salutation, initials, first name, last name
Birth date
Company name
Customer type name
Organization number (e.g. VAT/SIRET)
Default payment method name
Invoice address (street, house number, postal code, city, country, locality, building name)
All contact detail values (email addresses, phone numbers, etc.)
All bank account IBANs
Contracts
Contract number
External contract reference
Contractor account number and short display name
Contractual advance amount
Billing/invoice address
Current contract status name
All linked service location addresses
External service identifiers (EAN/EAN codes) for all services on those locations
Locations (Service Locations)
Full address (street, house number, postal code, city, country, locality, building name)
Utility type name per service
External service identifier (EAN code) per service
External ID of the location
Invoices
Customer account number
Customer display name
Payment reference
Invoice type name
Invoice number
Contract number
Meters
Serial number
Parent meter serial number (for sub-meters)
Channel external identifiers (EAN codes per channel)
Installed-at address for all status history records where the meter is/was installed
Does Quick Search search across all organizations in the tenant or only the active one? It searches only within the currently selected organization.
Why do I see fewer than 5 results in a category even though more matching records exist? Quick Search returns up to 5 results per entity type by design. Refine your search to get more accurate results.
Can I search using multiple words? Yes - entering multiple words separated by spaces performs an AND search: all words must appear in the record's canonical search fields.
Why are some tabs hidden in the results dropdown? Tabs are only shown for entity types your user role permits you to read, and only when at least 1 result exists for that type in the current search.