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Global Search (Deep Navigation)

The Global Search feature is JyotishGrid's lightning-fast command center. Instead of navigating through multiple menus, you can use Global Search to find clients and jump directly into specialized analysis modules with a single click.

Written by JyotishGrid
Updated over 2 weeks ago

1. The Unified Search Interface

The search modal follows a modern "Command Palette" design:

  • Lightning Retrieval: Search by client name or matchmaking title. Results appear instantly as you type (optimized with a 300ms debounce).

  • Categorized Views: Results are clearly split between Clients (Profiles) and Matchmaking (Compatibility records).

  • Load More: Large result sets are paginated, allowing you to "Load More" without losing your search context.


2. Deep Navigation: The Power Shortcuts

This is the core strength of JyotishGrid's search. For every client result found, the system provides a suite of deep-links:

  • Profile: Goes to the Client Details page for basic info and notes.

  • Chart: Opens the primary Numerology Chart (Vedic/Loshu).

  • Name Numerology: Jumps to Name Vibration analysis for that client.

  • Number Numerology: Accesses the client's Asset Auditing (Mobile, Vehicle, etc.).

  • Designer Baby: Navigates to the Birth Selection module.

  • Astrology: Opens the full Astrological Chart and Dashas.


3. Instant Record Creation

You don't need to exit search to add new data:

  • Quick Add (+): Look for the blue + icon next to the "Clients" or "Match Making" headers. Clicking this will instantly open the "New Client" or "New Matchmaking" form.


4. How to Use Global Search

  1. Trigger Search: Click the search bar at the top of your dashboard or sidebar.

  2. Type Name: Enter the name of the client or matchmaking record.

  3. Select Module: Don't just click the name—look at the sub-options (Profile, Chart, Astrology, etc.) and click the specific module you need to open.

  4. Instant Navigation: The platform will immediately load the selected analysis for that client, bypassing the standard navigation steps.


TIP

Keyboard-First Workflow: The search modal is designed for speed. You can use your arrow keys to navigate through the results and sub-options, and press Enter to jump directly into the selected module.

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