Searching on the global navigation bar
Search on the global navigation bar to quickly find people, organizations, opportunities, and lists.
Searching within a list
Search within a list, either by name or through all fields.
- Search by name
- Search through all fields by keyword
- Highlighted cells will appear if they match the keyword.
- 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 email@example.com 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).