How to Use the Global Search Bar Efficiently in Britixo Practice Management Software?
The Global Search Bar in Britixo lets you instantly find clients, invoices, projects, tasks, tickets, and more — all from a single place. It’s a powerful tool to save time and eliminate unnecessary navigation.
A. Locate the Global Search Bar.
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Log in to Britixo
Head to https://britixo.com/app/login and sign in. -
Find the Search Field
At the top right of your dashboard, you’ll see the Global Search bar — often marked by a magnifying glass icon.
B. How to Use It?
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Click the Search Bar
As soon as you click it, a dropdown will appear with search categories like:-
Clients
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Invoices
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Projects
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Tasks
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Proposals
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Tickets
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Staff
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Estimates
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Expenses
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Type a Keyword or Reference
Start typing any:-
Name (e.g., "John Smith")
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ID or Number (e.g., "INV-00123")
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Project Title or Task Name
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Ticket Subject or Email Address
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Select a Result
Results update as you type. Click on any record to instantly open its profile.
C. Advanced Search Filters.
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In some modules (like Invoices or Projects), you can use filters within the module view for more complex queries — but for quick access, the global search is your best shortcut.
Use Cases:
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Find overdue invoices instantly
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Jump straight to a client’s profile
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Locate a project without clicking through multiple menus
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Find support tickets by subject or client name
Pro Tips:
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Use unique tags or reference numbers in records to make them easier to search
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Clients can also use the global search in the client portal (limited to their data)
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Use partial keywords — Britixo auto-suggests similar results