Search everything and keep Favourites

Press / or click Search everything in the top bar and type a name, GSTIN, mobile, document number, UTR or amount to find any customer, item, invoice, payment or task. Pin the screens you use most under Favourites in the menu with +; they follow you to every device.

In EaseDesk: Search everything and Favourites. Log in or start a free trial.

Steps

1 Press / anywhere in EaseDesk, or click Search everything in the top bar. On a phone, tap the search icon.
2 Type at least two letters or digits, such as a customer's name, a GSTIN, an invoice number, a UTR or an amount.
3 Results appear grouped by kind, such as customers, items, sales documents and payments. Use the arrow keys and Enter, or click a result, to open it. Press Esc to close.
4 To pin a screen, click + next to Favourites in the menu on the left.
5 Type or pick the screen you want, such as GSTR-1, Record expense or Services. It is added to Favourites straight away.
6 To remove a favourite, point at it and click the cross beside it.

Find anything in seconds

Search everything looks across your whole organisation at once, so you do not need to know which screen something is on. A customer calls about a payment: type their name, their GSTIN or the amount they paid, and the invoice or receipt is one click away.

Customers, vendors and leads: name, GSTIN, PAN, mobile or email.
Items and services: name, code, HSN or SAC code, or barcode.
Sales and purchase documents: number, customer or vendor, reference, the vendor’s bill number, or an amount.
Receipts and payments: number or UTR.
And more: vouchers, opportunities, contracts, tasks, files, team members, fixed assets and bank accounts.

Results are grouped by kind, and you only ever see what your role allows.

Favourites sit near the top of the menu, under Overview. Each person chooses their own: an accountant might keep Day book, GSTR-1 and Purchase bills, while someone at the counter keeps New invoice and Receipts. A favourite can open a screen on a particular tab, such as Customers owe on the Receipts screen. Favourites are saved to your account, so they are there on every device you use.

Other ways to move around

The menu on the left groups every screen: Overview, Sales, Purchases, Stock, Masters, Accounts and Settings. Press Ctrl K (or click Go to… at the top) and type the name of a screen to jump straight to it.

Questions

What can I search for?

Customers, vendors and leads by name, GSTIN, PAN, mobile or email; items and services by name, code, HSN or SAC and barcode; sales and purchase documents by number, customer or vendor, reference, vendor bill number or amount; receipts and payments by number or UTR; and vouchers, opportunities, contracts, tasks, files, team members, fixed assets and bank accounts.

Will search show me things my role cannot open?

No. Search shows only what your role is allowed to see, so staff who cannot open purchases or accounts do not find them in search either.

Which Favourites do I start with?

Invoices, Customers and Vendors. You can keep up to 12, chosen from about 30 screens such as Quotations, Receipts, Customers owe, Purchase bills, Expenses, Record expense, Items, Services, Stock, Day book, Profit & loss, GSTR-1 and GSTR-3B.

Are Favourites the same for everyone in my team?

No. Each person keeps their own, saved to their account, so they appear on any computer or phone they log in from. Screens their role cannot open are not offered.

Still stuck? WhatsApp or call +91 91525 20552 or write to support@easedesk.com. Updated 29-09-2026.