Menus, Toolbars and Sessions
Open the logo menu to reach these shortcuts.
The sticky toolbar adapts to the current mode—watch for icons appearing as views change.
Use shared sessions and logs to keep work aligned across teams.
Search methods and phrases, syntax helpers, and tricks
Each space-separated word becomes a requirement unless you tell the search otherwise.
pump tubing finds rows containing both.- to exclude matches, e.g., pump -rental.! to the end of a word to require an exact match (no substring matches).!! to match the entire phrase exactly.Handle special phrases and punctuation with confidence.
! for exact phrases, or quote a term before placing - to exclude it precisely.! promotes the last token to an exact match automatically.field:value patterns (like vendor:Acme) to target a specific column.These behaviors make the search feel fast and forgiving.
!, every token matches partial words so short fragments still surface results.Forms, Analysis, and Tools
Use the Create menu to launch downstream paperwork.
Switch to analysis views when you need dashboards instead of rows.
Call attention to critical rows before taking action.
Speed up repetitive work with multi-row helpers.
File management and settings
Preserve context so returning to a workflow is frictionless.
Set the workspace up the way you like it.