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People Name Search in Cmd+K
November 30, 2025
FeatureClient List
Find anyone across all your clients with the global search shortcut
What's new
Quick Search (⌘K) now supports people names, not just entity names.
Search by first or last name to surface any household, corporation, or trust that includes that person. No more remembering which entity someone belongs to—just type their name and go.
Where to find it
- Press ⌘K (or Ctrl+K on Windows)
- Start typing a person's first or last name
- Select from the results to jump directly to their entity
