Use Search or jump to find pages, households, client records, plan data, Guides, and available actions without working back through the navigation. Advisors can open it from the visible Search or jump control or with Command-K on a Mac and Control-K on Windows.
How do I find and open something?
Select Search or jump, or press Command-K or Control-K.
Type the page, household, person, account, Goal, document, task, Change, note, or action you need.
Use the arrow keys or pointer to select a result.
Review the preview when one is available.
Press Enter or select the result to open it or run the action.
Press Esc to close Search or jump. When a preview includes actions, press Tab or use the right arrow at the end of the search text to move into them.
What can Search or jump find?
At the practice level, results can include practice pages, Guide templates, and households. Inside a client file, results can also include the current household's people, accounts, liabilities, Goals, documents, income, Giving, insurance, notes, Tasks, Changes, observations, Guides, and calculated household facts.
Search in plain language. Examples include:
a household or person's name;
an account name or institution;
retirement, net worth, or monthly income;
open notes, create task, or add account; and
print when the current page supports a PDF action.
Selecting a result opens its source or the most relevant workspace. Search does not edit a record unless you deliberately choose an action that opens or performs a change.
What actions can appear?
Available actions depend on the current page, household, role, and open workspaces. They can include navigation, creating or opening Notes and Tasks, adding a Change or account, editing a Guide, opening Dora or a calculator, managing docked workspaces, going back, changing the sidebar, and printing the current page.
For example, a print result appears only when the page you are viewing has registered a print action. Open the Guide, Financials, tax scenario, supported calculator, or printable Visualize view first, then open Search or jump and search for print.
How do I see and use keyboard shortcuts?
Press ? while you are not typing in another field. You can also open Search or jump and press ? while the search box is empty. Kerdora opens Keyboard shortcuts with the commands available in the current context.
Two-key shortcuts are pressed in sequence, not at the same time. For example, the in-product reference may show a first key for a group such as Go, followed by a second key for the destination. The available list changes as features and context change, so use Keyboard shortcuts as the final authority instead of relying on a saved list.
At the practice level, only the applicable global shortcuts run directly while Search or jump is closed. Inside a client file, more direct two-key shortcuts can become available. Shortcuts do not run while your cursor is in an editable text field.
Why is a result or action missing?
Check the following:
Confirm whether you are at the practice level or inside the intended client.
Confirm that you are signed in as an advisor when the result is advisor-only.
Check the record's exact name, ticker, institution, or other identifying text.
Open the page that owns a context-specific action, such as printing.
Press ? and confirm that the shortcut is available in the current context.
Some client data must be loaded before it can appear. Close and reopen Search or jump after the client page finishes loading. If an expected saved record still does not appear, open its source workspace to confirm that the record exists and is not excluded by role or visibility.