Getting started
Search your PlanMan records
Use the header search to find company records and filter the returned results.
Last checked 10 November 2026
Use the search control in the app's header to find indexed records for your company. Search results can include clients, projects, quotes, invoices, documents, enquiries and other supported record types.
For instructions about using a feature, open the question-mark widget and search Help articles.
Run a search
- Open the header search control. On a smaller screen, use the search toggle to reveal it.
- Enter a name, reference or distinctive word from the record you need.
- Submit the search to open the results page.
Enter at least three letters or numbers. Shorter terms show a message asking for more characters. The search cleans punctuation from the query, so use the meaningful text or number rather than relying on punctuation to identify a record.
Start with a specific term. If you get too few results, try a shorter distinctive word or part of the name. Opening the relevant client or project list is also useful when you know where the record belongs.
Read and filter the results
The results table shows Type, Title and Details. Use Type to identify the kind of record, check its title and details, then open its title link.
Filter results... narrows the results already displayed in the table. It does not run a fresh search across all company data. To search for a different term, use the header search again. You can sort the Title and Details columns to help review a long list.
Search depends on an index of saved record information. It is not a live query of every field or every file. A recently changed record may not appear immediately. If an expected result is missing, check the source record and its current title or details before reporting the problem.
Administrator removal control
Administrators may see a bin icon on a result row. Its confirmation explains that it removes the entry from the search index. It does not delete the actual client, project, file or other source record. Use the record's normal management page when you intend to change or delete the record itself.