# 8. How to Search the Actions Table

The **Search** bar lets you quickly find individual actions by typing keywords, UIDs, client names, or text snippets. Unlike filtering (structured queries by date, type, etc.), Search performs a free-text lookup across multiple columns in real time. Search operates independently from Fast Filters and is not stored within saved filter configurations. **1. Locate the Search Bar:** Above the **Actions** table, next to the **Filter** button, you’ll see a rounded **Search…** input. **2. What the Search Covers** By default, typing into **Search** will match against these columns:

Column	Example Matches
UID	`ca00000u`, `CA000012`
Type	`Note`, `Call`, `Comment`
Client	Client’s first or last name (e.g. “Smith”)
Text	Any portion of the action’s text body

**Tip:** Search is case-insensitive and supports partial matches (e.g., “morga” finds “morgan”).

3\. Performing a Basic Search: **Click** in the **Search…** field. **Type** your query (e.g., `nicklaus` or `ca00000a`). As you type, the table filters instantly to show only rows containing that term in any searchable column. 4\. Combining Search with Filters: **Search + Filter** gives you ultimate flexibility. For instance, you can: **1) Filter** by **Type = Call** (show only calls). **2) Search** for “xavier” to see only call records made to client *xavier*. To clear the search, click the × icon inside the search field or press Esc. Clearing search does not affect structured filters. ##### Best Practices

1. **Start Broad**: Begin with a single keyword, then narrow using filters if needed. 2. **Use Unique Identifiers**: For exact lookups, searching by full **UID** is fastest. 3. **Partial Text Queries**: Enter part of a longer note or comment to catch all similar entries. 4. **Combine Terms**: While the search itself doesn’t support multiple terms joined by AND/OR operators, you can type a phrase (e.g., `morgan invoice`) to match rows containing both words anywhere in the record. With these steps, you can swiftly drill down to any Action—whether it’s a specific note, call log, or comment—by simply typing in a few characters, making it easy to locate records without navigating through pages of data.