Use the search function to quickly find items in Psylio, such as records, profiles, multi-spaces, or invoices.

How do I search in Psylio?

1. Click the search (magnifying glass) icon in the left-hand menu.
2. Enter a name, title, or number in the search field.
3. Review the results and select the item you want to open.

If you’re a member of an organization, search results only include records, profiles, and multi-spaces you already have access to.

How do I open search with a keyboard shortcut?

To quickly open search from any page in Psylio, use the shortcut for your operating system:

• ⌘K on Mac
• Ctrl+K on Windows

Search opens automatically, so you can start typing right away.

The shortcut does not work while your cursor is in the note editor or another input field. Finish typing before using the shortcut.