Search and the command palette#

The search palette is the fastest way to get anywhere in Yven. Press / from any screen – or click the Search pill in the top bar – and a centred panel opens over the page. Start typing and results appear live across every section of your book.

Opening and closing#

The / shortcut is ignored when you’re already typing in a form field, so it never fires at the wrong moment.

What it searches#

Results are grouped by type and appear as you type (after the first two characters):

• Clients – name, company, email, and notes
• Services – label, provider, URL, and notes (the account identifier itself is encrypted at rest, so it isn’t searchable)
• Sites – name and URL
• Projects – name and notes
• Work – entry summaries and details
• Invoices – invoice numbers and notes
• Help – every article in the help centre

All searches are tenant-scoped – you only see your own data.

Multi-word search#

You don’t have to match a single field. Search queries are split into words, and each word is matched independently across all the relevant columns, including the associated client’s name. This means you can search Northside SSL to find an SSL certificate service belonging to a client called Northside – the words don’t need to appear together in one field.

Quick actions for matched clients#

When a client appears in the results, three action links appear beneath their name:

• Log work – opens the Log work panel pre-filled with that client
• Create invoice – goes straight to the invoice composer
• Share log – opens the client’s Overview tab, where the share-link controls live

Keyboard navigation#

Once the palette is open you never have to reach for the mouse:

Hovering over a result with the mouse sets the same highlight, so keyboard and mouse stay in sync. The highlighted row shows an ↵ indicator on the right so you always know what Enter will do.

Commands: jump to a section, or create something#

After pressing / to open the palette, you can type a command as plain words – no second / needed.

• A section name – type clients, work, services, renewals, money, invoices, settings, help (or the start of one, like ren) and a Go to entry appears at the top, above your normal search results. When you’ve typed the whole name it’s already highlighted, so Enter takes you there. The sections are Today, Clients, Services, Work, Renewals, Money, Invoices, Task types, Import, Settings, and Help.
• new lists what you can create: client, site, service, and invoice. new client and new invoice take you straight to the new-client setup and the invoice composer.
• new site and new service ask which client first, since both belong to one. Pick a client (or type part of its name, like new service acme) and Yven opens that client with the Add site or Add service form ready to fill in.

Anything else is an ordinary search, so a client called “New Horizons” is still found by typing new horizons. If you like, you can also start a command with / (for example /new site or just / to list every section); that form shows only commands.

Quick actions#

With the box empty, the palette shows a row of quick actions: + Log work and the create options + Client, + Site…, + Service…, and + Invoice, so you can start any of them without typing. Site and Service ask which client first, just like the new site and new service commands.

Log work shortcut#

When the search box is empty, a Log work quick action appears at the bottom of the panel. It opens the same Log work panel as the w shortcut, so you can reach it from the palette without typing anything. The w key still works directly from any screen as before.

Where to next#

• The Today screen – the daily starting point the palette can navigate you back to
• Logging work – what the Log work action opens