WiseParts
Workspace

Search

Find customers, orders, and more quickly.

Find what you need instantly. The global search bar lets you locate customers, customer branches, and quotes without navigating through menus.

Quick Overview: Type in the search bar at the top of any page to find customers by name, external ID, email, phone, or vehicle information.

Using Global Search

The search bar is located in the top header, always accessible from any page.

To search:

  1. Click the search field or start typing
  2. Enter at least 2 characters
  3. Results appear instantly as you type
  4. Click a result to navigate to that record

Press Escape to close the search results without navigating.

Press Enter when you have a single result or an exact match to navigate directly.

What You Can Search

  • Customers — Main customer accounts
  • Customer Branches — Delivery locations (shown with a badge to distinguish from main records)
  • Quotes — By hash, plate, or VIN

Search Fields

Customer fields: Customer ID, VAT, name, email, phone, mobile, order hash, plate, or VIN.

Quote fields: Hash, plate, or VIN.

Search Results

Results are grouped by type and show up to 5 items per category. Each result displays key identifying information:

  • Customers — Name, Customer ID, VAT, email, phone
  • Customer Branches — Branch name, full ID, email, phone
  • Quotes — Hash, customer name, plate, VIN

Click Show more results to open the full search page with pagination, sorting, and a "My Customers" filter for sales reps.

My Customers Filter

Sales representatives can click the My Customers chip to show only assigned customers. This filter is remembered across sessions.

Real-time Search

When real-time integration is configured, additional search chips appear:

  • Customers — Search your source system for customers not yet in WiseParts (auto-creates if found)
  • Invoices — Look up invoices by number
  • Orders — Find orders by number
These options only appear when real-time integration is active.

Tips

  • Use exact IDs (Customer ID, VAT) when you know them for fastest results
  • Partial name searches work well for common queries

Related Features

Customers

Customer management and profiles

Sales

Quotes and orders workflow

Tasks

Create, assign, and track tasks to manage your team's work and follow-up activities.

Dashboards

Visual analytics and KPI tracking for sales, customers, calls, and conversations.