Staying on top
Command Center
Search loans, contacts and tasks at once, act on a loan in place, and run any command.
We're still recording this video
The written guide below covers everything in the meantime.
Open it
Click Search or run a command at the top of any page, or press the Command Center shortcut (Ctrl+K on Windows and Linux, ⌘K on a Mac). It works even while you're typing in a field.
Search everything at once
- Type two or more letters to search loans, contacts and tasks together.
- Each result shows what it's connected to: a contact's loans and open tasks, a loan's co-borrower and tasks, a task's loan.
- Press Enter or click a result to open it.
Act without opening the loan
Under each loan are quick actions: pause or resume its reminders, or jump to its contact. Pausing happens in place - the label flips and the palette stays open.
Commands and pages
With nothing typed, the Command Center lists actions - New loan, New task, New contact, notifications, the sidebar, keyboard shortcuts - and every page to go to. Type to filter them.