Conducting searches in Affinity

Conduct searches in Affinity to quickly find the person, organization, opportunity, or list that you're looking for.

Overview

1. Searching on the global navigation bar
2. Searching within a list
3. Can you search for specific notes in Affinity?

Searching on the global navigation bar

1. New shortcut: Press Alt + K on PC keyboards or Command + K on Mac keyboards to immediately access the search bar.
   
   
   
2. Affinity will now show your recent search history for quicker access to previously visited profiles or lists.
   
   
   
3. As soon as you start typing, you'll notice the Top matches section appear, followed by other groupings such as Organizations, People, Opportunities, Lists, and Notes.
   
   
   
4. To narrow your search to a specific type of entity or list, you can click on the following filters:
   1. Organizations
      
      
      
   2. People
      
      
      
   3. Opportunities
      
      Note: Some opportunities may have an orange "$" badge on the bottom-right corner - this indicates that the opportunity has an organization associated with it and is meant to help you quickly differentiate which opportunities have an organization associated with it from those that do not.
      
      
   4. Lists
      
      
      
   5. Notes
      

Searching within a list

Search within a list, either by name or through all available fields on display.

1. Search by name.
   
   
   
2. Or, search through all available fields by keyword.
   
   
   
3. Highlighted cells will appear if they match the keyword - this is especially helpful for searching for specific notes within a list.
   

Can you search for specific notes in Affinity?

• Yes, you can search for certain notes by keywords in the two following areas:
  • Within the global search bar (see Step 4.5 above in Searching on the global navigation bar).
  • Within the context of a list (see Step 3 above in Searching within a list).