Edda Search bar

How the search works.

Step	Action	Details
1. Start typing	Search begins after typing 3+ characters	Before typing, the last 10 recent searches are shown
2. Narrow results (Optional)	Select a category	Once you open the search modal, you can select a specific category to narrow your search. After choosing a category (e.g., Companies), start typing your query and the results will be limited to that category only.
3. Results across all categories	Results are grouped by category	Up to 4 companies shown first. Up to 2 results for other categories. “See all results” appears if more information.
4. Result order	Items are sorted by relevance	Exact match Prefix match Substring match Fuzzy match (typos allowed) Corrective: The system corrects misspellings (e.g., typing “Davice” will still return items containing “Device”).
5. Result preview info	Each item shows helpful context	Pipeline/Fund Stage (Seed, Watchlist, etc.) Linked company (for tasks, emails, notes, documents, events and comments) Sender + recipients (for emails)

Note: The system treats items containing characters like _ or - as a single word.

e.g., IMG_3DB1D653E010-1.jpg is indexed as one full word, so search will only return results when matching the first 3 characters or the full string — partial keywords won’t be found (e.g., typing “653E” won’t match).

The recent search results shown before typing come from previous actions where the user entered a value in the search bar and then clicked on "[company, task, note, etc.].

These recent searches are stored in the user’s browser local storage, which means they will disappear if the user clears their local storage or browser data.

What you can search for

Category	What appears in the result preview
Companies	Company name, short description, Module (DF or PF), pipeline/fund + stage
Contacts	Contact name
Tasks	Task title, body, due date if exists, related company, pipeline/fund
Documents	Document name + folder name, related company
Notes	Note title, content, related company, pipeline/fund
Emails	Email subject, body, sender + recipients (“+X”), related company
Events	Event title, content, related company, pipeline/fund
Comments	Comment text, related company, pipeline/fund

“Search inside” a company or contact

You can narrow your search to a single entity:

Click Search inside next to a company or contact result
The search bar will show: Search in [Company name]
Results will now only include items linked to that record

Search inside a Company shows: Tasks, Documents, Notes, Emails, Events, Comments

Search inside a Contact shows: Emails, Events, Comments

Tip: When you’re already on a company or contact page, search automatically starts in “Search inside” mode. Clear the tag to return to global search.

Opening a result

Clicking a search result opens it in a new tab. When possible, the related item is highlighted in the interface so you can spot it right away.

Item	What happens when you click it
Company	Opens company profile
Contact	Opens contact profile
Task	Opens company → Tasks tab, highlights the task
Document	Opens document preview
Note	Opens note modal
Email	Opens the email thread
Event	Opens company → Events tab, highlights the event
Comment	Opens page and scrolls to the comment

Tips for faster searching

You must type at least 3 characters to see results
When you select (company or contact), the search automatically switches to “Search inside” mode. Clear the category tag to return to global search.
Quickly revisit past searches from the Recent Searches list
Click See all results if you don’t see what you’re looking for
Try Search inside when already viewing a company or contact page
Press Esc anytime to close the search panel

If you have any additional questions, please be sure to reach out to our support team.