You don't have to open a module to find a record in it. ⌘K opens the command palette on any screen, and what you type is searched across 20 record groups.
Runs in your browser. In the cloud or on your own server, it's the same IWB.
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You don't have to remember where a page sits in the menu. Besides records, the palette finds pages, reports, and settings. Every subpage shows its module on the right, so Invoices in Sales and Invoices in Purchasing don't get mixed up.
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Set who sees what once, and search follows it: each user only finds records they have permission to see. If a field is hidden or masked for someone, searching by that field finds nothing. The chip for a record group you can't read doesn't appear in the palette at all.
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Even if you don't know a record's name, you ask from the same place. The palette's first row asks IWB AI about what you typed, and pressing Enter opens your question in the full-page chat. The answer to something like "orders past their promise date this month" comes only from records you can see.
04Details
⌘K on a Mac and Ctrl+K on Windows open the palette on any screen. Move with the arrow keys and press Enter to open.
The first row of the palette asks IWB AI about what you typed. From an empty palette, start with "Open AI chat".
With an empty palette, the apps you opened last in this browser sit right below the AI row.
See every app as a grid or a list, and narrow it down with category chips.
Chips like Contacts, Documents, and Opportunities narrow results to one record group. While you search, each chip shows how many results you can see.
Find a section inside a settings page as well as the page, and the palette takes you straight to it.
In the cloud, type "bug" or "support" to find "Report a bug". ⇧⌘1 (Ctrl+Shift+1 on Windows) opens the form with a screenshot.
Switch to light, dark, or system theme from the palette.
05In modules
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It searches 20 record groups. In sales and CRM, it finds contacts, products, documents (quotes, orders, invoices, and more), opportunities, and leads. In service, it searches service orders, equipment, RMAs, maintenance plans, warranty claims, service progress billings, and recall campaigns. It also searches projects, tenders, support tickets, lab records, fixed assets, cash and bank accounts, employees, and tasks, plus pages, reports, and settings.
Yes. Ctrl+K opens the palette on Windows, and ⌘K on a Mac. You can also click the search field in the top bar.
Yes. The palette only shows records you have permission to see, and the chip for a record group you can't read doesn't appear. Searching by a field that is hidden or masked for you, such as a masked tax ID, finds nothing.
In Laboratory Management, yes: the palette recognizes screen names from IWB Classic and takes you to their counterparts in the new IWB. In other modules, search for the page by its new name.