Edition: Professional, Business, Enterprise
User-level: All Users
Overview
The new Global Search turns the search bar into a primary navigation tool in Synergy:
Users can quickly jump to any record in a couple of keystrokes
Results are more forgiving of typos and variations
Rows are designed to be recognisable at a glance, with key context for each result
Behind the scenes, we combine improved keyword search with Azure AI semantic search to interpret intent and context
Everything happens in a single, powerful dropdown — there is no separate Search page.
Access & Entry Points
The Global Search bar now lives on the left side of the top navigation, alongside other primary tools.
Users can:
Click into the search bar to start typing
Use a keyboard shortcut to open it instantly
The hotkey to use is
/(forward slash)
See recent items or recent searches when the bar is focused but empty, making it easy to get back to ongoing work
Recent Searches: displays last 3 search queries, clicking re-executes the search
Recently Selected: displays last 10 selected results with full result cards
Note: If you open a result in a new tab, it will not be captured in “Recently Selected”
Supported Objects
Global Search supports searching across:
Projects – number, name, external name, site address, CRN, status, key contacts
Invoices – invoice number, linked project, contact, PO number, status, due date
Contacts – name, email, phone, organisation, job title
Documents – name/title/extension, linked project, folder, uploaded by
Emails – subject, from/to, linked project, content snippet
Staff – name, job title, email
Each object type has a tailored row layout so users can quickly distinguish between similar results.
Out of scope for this release: Reports, Bills and Purchase Orders, external storage (e.g. SharePoint), and advanced AI “insights” queries. These are candidates for future iterations.
Would these additions or any others improve how you use find things in Synergy?
We want to to hear your thoughts!
Leave your feedback on the Feedback Forum.
Search Behaviour
The new Global Search supports a broad range of queries:
Keyword & Identifier searches
Project numbers (e.g. PN-10432, P0456)
Invoice numbers (e.g. INV-1023, INV1023)
Client / contact names (Rufus Design Group, John Smith)
CRNs and PO numbers (CRN 04934905, PO 12345)
Email addresses and phone numbers
These are boosted heavily so they appear at the top when matched.
Fuzzy & forgiving search
Search is tolerant of minor spelling mistakes and punctuation differences:
Kings ~ King’s
Jonh Smith ~ John Smith
Synonyms and abbreviations (e.g. CRN ↔ Client Reference Number
Natural language search
You can use natural language to search by combining entities with context.
Try queries like:
"invoices for project X"
"documents for project X"
"overdue invoices"
"active projects in Sydney"
Note: This feature is in early development. Feel free to experiment with different phrasings—if it doesn't work as you'd expect, let us know through feedback. We'll be improving this feature in future releases.
Dropdown with Infinite Scrolling
The dropdown is the only results surface - it’s where all search results live.
How it behaves
As the user types, the dropdown shows up to 30 results initially
Results are ordered by relevance, recency, and intent
Users can scroll in the dropdown to load more results (infinite scrolling)
Matched terms are highlighted within each row
Recent items / recent searches appear whenever the search bar is focused and empty
There is no separate Search page. All discovery, navigation, and refinement happens inside the dropdown.
Ranking principles
Exact identifiers first – project number, invoice number, CRN, email, etc.
Entity importance and usage – projects/invoices/contacts tend to appear higher for generic queries
Recency & popularity – recently opened or modified items get a small boost
Semantic relevance – used to rank conceptually similar results when no exact match exists
Permissions always apply – users only see results they’re allowed to see
Keyboard navigation
Users can fully operate the dropdown via keyboard:
Arrow keys to move up and down the list
Enter to open the selected result
Esc to close the dropdown
As users scroll, more results are fetched and appended, up to the internal limits.
Limitations & Out of Scope (Release 1)
No Reports, Bills or Purchase Orders in search results yet
External document stores (SharePoint) are not indexed
Document search is limited to titles/names/metadata, not full file contents
Some advanced predictive/AI queries (e.g. “projects at risk of running late”) remain future enhancements and are not part of this release
We'd love your feedback on the Global Search - anything we missed, anything you'd love to see in the future?
Head to our Feedback Forum to leave your feedback and suggestions.