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The main navigation bar sits at the top of the screen and provides quick access to all major sections: Press Cmd+K (Mac) or Ctrl+K (Windows) to open the global search from anywhere in Bigdelta. With global search, you can:
  • Search across all your records instantly
  • Preview a record without leaving your current page
  • Create a new record directly from the search results
  • Navigate results with keyboard arrows and press Enter to open
Global search works across all record types, so you can find accounts, users, companies, and more from a single search box.

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Favorites

Save frequently used items for quick access so you never have to hunt for them.
  • Click the star icon on any record, dashboard, report, or other item to add it to your Favorites
  • Access your saved Favorites from the navigation bar
  • Remove a favorite by hovering over it and clicking the remove button
Favorites are personal to your account. Each team member can save their own set of frequently used items.