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. Affinity will now show your recent search history for quicker access to previously visited profiles or lists.
   
   
   
2. As soon as you start typing, you'll notice the Top matches section appear, followed by other groupings such as Organizations, People, Opportunities, and Lists.
   
   
   
3. 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 "$" badge on the bottom-right corner - this indicates that the opportunity has an organization associated with it and is meant to help you quickly differentiate which entities are organizations and which are opportunities. If there is no organization associated with the opportunity, the orange "$" badge will not appear.
      
      
   4. Lists
      

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.
   

Can you search for specific notes in Affinity?

• Though you can search for certain notes by keywords, this is only available within the context of a list (see Step 2 above in Searching within a list).
  
  
  
• You cannot search across all notes on the global navigation bar at this time. If this feature is important to you, let us know at support@affinity.co and we'll make sure to prioritize your feedback accordingly.