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Client Groups in Cmd+K Search
November 25, 2025
FixClient List
The Everything tab in global search now includes client groups
What was happening
The "Everything" tab in Cmd+K search only showed individual entities (households, corporations, trusts) but excluded client groups from the results.
What we fixed
Client groups now appear alongside entities in the "Everything" tab. Results are sorted alphabetically for a unified search experience.
Where to find it
Cmd+K → Everything tab
