Intro to Affinity: Conducting searches in Affinity (7/8)

Searching on the global navigation bar

Search on the global navigation bar to quickly find people, organizations, opportunities, and lists.

1. People
   
   
   
2. Organizations
   
   
   
3. Opportunities
   
   
   
4. Lists
   
   
   

Searching within a list

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

1. Search by name
   
   
   
2. Search through all fields by keyword
   
   
   
3. Highlighted cells will appear if they match the keyword.
   
   
   

Additional Information

• Though you can search for certain notes by keywords (as shown above), this is only available within the context of 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 inform our product team accordingly.

Now that you know the different search functionality across the CRM and within the context of a list, we'll go over how you can set up certain notification/data preferences for an Affinity experience catered to you and your team: Intro to Affinity: Navigating your settings in Affinity (8/8).