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Navigate and search

Yukon's sidebar is organized into Workspace, Records, and Tools. Destinations appear only when your account and workspace can use them.

Find a record from anywhere

  1. Select Search near the top of the sidebar, or press Ctrl+K on Windows or Cmd+K on macOS.
  2. Enter a whole word or the beginning of a word.
  3. Choose a result to open it.

Global search covers leads, contacts, organizations, and opportunities you are allowed to see. If an expected result is missing, check spelling and your access with an administrator.

Work with long lists

List pages search and filter the full set of records on the server, not just the rows visible on screen. Depending on the page, you can also:

  • choose a view such as Open, Closed, or All;
  • add filters;
  • sort by a supported field;
  • choose the columns you need;
  • save a useful combination as a view;
  • load the next or previous page of results.

Filters are cumulative. If a list appears empty, remove filters one at a time or return to its default view.

Arrange your sidebar

Open Profile & preferences and choose Customize sidebar. You can reorder destinations and section dividers, then save the arrangement for your account. Use Restore Yukon order when you want to return to the default layout.

Your custom order does not grant access to a destination. Permissions and workspace availability still decide what appears.