Smart Search is huge timesaver that makes navigating Planpage a dream.
To open Smart Search, click the Search Button near the top-right of your screen.
In Smart Search, you can...
Search for a lead, project, contact, or vendor record.
Use the navigation shortcuts to jump to a specific page.
Smart Search Keyboard Shortcut
If you only learn one keyboard shortcut in Planpage, we think it should be:
Command + K (Mac)
Control + K (Windows)
This keyboard shortcut opens the Smart Search window (no click necessary). With this shortcut alone, you can essentially navigate to every record and screen within Planpage...without having to touch the mouse.