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How to use search to go to pages and contacts

Get to any screen or contact by typing the name, without looking through the menu.

1 min readBasicUpdated on November 12, 2026

Where to find it in Cognizy

O que precisa de vocêInício

Open in CognizyOpens the screen in Cognizy. Sign in if asked.

Video lesson coming soon. For now, follow the steps below.

The top search is the shortest path inside Cognizy. It finds screens, settings, and contacts by name. It works on any screen and also opens with the keyboard: ⌘K on Mac or Ctrl+K on Windows.

Where to find it in Cognizy

Botão Buscar, no topo de qualquer tela

Open in CognizyOpens the screen in Cognizy. Sign in if asked.

Before you start

  • All roles can use search. It only shows what your role can open.

Step by step

  1. Step 1:

    Click Search, at the top of the screen, or press ⌘K (Ctrl+K on Windows).

  2. Step 2:

    The Search or ask window opens with the list of Pages. Each one includes a sentence explaining what it’s for.

  3. Step 3:

    Type the name of a screen or a person. The Contacts found appear along with the pages.

  4. Step 4:

    Click the result, or move down with the keyboard arrows and press Enter. Cognizy opens the screen or the contact record.

How to know it worked

The screen or contact record opens right away, without going through the menu.

If it doesn’t work

Search didn’t find what I wanted.

Try another word or just the beginning of the name. If it’s a question, use the option to ask Izy at the top of the results.

Next step

Ask Izy directly from search.

Sign in with your Cognizy account to save your progress.

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