Find a page
The left-hand menu has a search box at the top. It is the fastest way to get anywhere, and it does something slightly more useful than filtering.
How to use it
Section titled “How to use it”Type part of a page name - surv finds Surveys - and matching pages appear,
including pages inside groups you haven’t expanded. That’s the point: you
don’t need to know which group something lives in.
Click a result to open it. Clear the box to get the full menu back.
It knows what you call things
Section titled “It knows what you call things”The search also matches common alternative names. Typing farmers finds Suppliers, because that’s what most people actually call them.
This is deliberate - the product’s internal vocabulary and your team’s vocabulary don’t have to match for the menu to be usable.
On a phone or narrow window
Section titled “On a phone or narrow window”The menu is collapsed behind the menu button. Open it first; the same search box is at the top.
If you still can’t find it
Section titled “If you still can’t find it”The page may not be available to you at all. See Getting access - a page can be hidden by your role or by which modules your organisation has enabled.