Orbis provides two ways to find things quickly: global search for finding records across your CRM, and the command palette for navigating and taking actions from anywhere.
Command palette
Press Cmd+K (or Ctrl+K on Windows/Linux) from anywhere in Orbis to open the command palette.
The command palette lets you:
- Search across contacts, companies, notes, interactions, and tags
- Navigate to any page (Contacts, Inbox, Calendar, Boards, etc.)
- Create records (new contact, note, task, message)
- Run actions (toggle theme, open settings)
Start typing to filter results. Results are grouped by entity type — contacts, interactions, and notes — with a 2-character minimum for search.
You can also open the command palette with Cmd+Shift+P or by pressing / from any non-input context.
Global search
Global search provides a unified search across all your data:
- Contacts — by name, email, company, title, and enrichment data
- Companies — by name, domain, industry, and description
- Notes — full-text search across note content
- Interactions — email threads, calendar events, and logged activity
- Tags — find records by tag name
Search filters
Narrow results with built-in filters:
| Filter | Options |
|---|
| Platform | Gmail, Calendar, LinkedIn, etc. |
| Type | Contact, company, note, interaction |
| Date range | After, before, or between dates |
| Tag | Filter by specific tags |
| Company | Filter by associated company |
| Contact | Filter by associated contact |
| Sort | Relevance or recency |
Autocomplete
As you type, Orbis suggests matching contacts, companies, and tags. Click a suggestion to jump directly to that record.
Deep Search
For complex, semantic queries that go beyond keyword matching, use Deep Search. Deep Search understands natural language and searches across your entire CRM using AI.
Keyboard shortcuts
Orbis is designed for keyboard-first use. Press ? anywhere to open the full shortcuts reference.
Global
| Shortcut | Action |
|---|
Cmd+K | Command palette |
Cmd+B | Toggle sidebar |
Cmd+, | Settings |
Cmd+Shift+L | Cycle theme (light/dark/system) |
? | Shortcut help |
Navigation
| Shortcut | Action |
|---|
G then H | Home |
G then C | Contacts |
G then P | Campaigns |
G then I | Inbox |
Create
| Shortcut | Action |
|---|
Cmd+Shift+N | New contact |
Cmd+Option+N | New note |
Cmd+Option+M | New message |
Cmd+Option+R | New task |
Inbox
| Shortcut | Action |
|---|
j / k | Navigate down / up |
x | Select thread |
r | Reply |
f | Forward |
e | Archive |
s | Star |
# | Delete |
Shift+U | Toggle read/unread |
Cmd+Shift+M | Compose new message |
Calendar
| Shortcut | Action |
|---|
Cmd+[ / Cmd+] | Previous / next period |
Cmd+Shift+T | Jump to today |
Cmd+Shift+M | Month view |
Cmd+Shift+W | Week view |
Cmd+Shift+F | Toggle filters |
Notes
| Shortcut | Action |
|---|
Cmd+Shift+P | Pin note |
Cmd+Shift+U | Unpin note |
Cmd+Backspace | Delete note |
Enter | Open selected note |
Shortcuts are context-aware — only relevant shortcuts are active based on the page you’re on. Shortcuts are disabled when you’re typing in an input field or text editor.
On Windows and Linux, use Ctrl in place of Cmd and Alt in place of Option.
