How to Find and Filter Notes in Notes Center

Documentation Index

Fetch the complete documentation index at: https://support.affinity.co/llms.txt

Use this file to discover all available pages before exploring further.

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Overview

Find notes quickly using Notes Center’s five filter types: Associated With (entities), Created Date (when), Created By (who), Capture Method (how), and Text Search (keywords). Combine filters to create precise queries across all your firm’s notes.

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How to Access Notes Center

• Open Affinity web app
• Look for Notes in left sidebar navigation
• Click Notes Center
• Full notes feed appears in main view

Default view shows:

• All notes you have permission to view
• Sorted newest first (reverse chronological)
• No filters applied

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How to Browse Notes Chronologically

Without applying any filters:

1. Open Notes Center
2. Scroll down through the feed
3. Notes load automatically as you scroll
4. View notes in order of creation (newest to oldest)

Use when: Reviewing recent activity, catching up on team notes, scanning what’s happened this week

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How to Filter by Associated Entity

Find all notes linked to specific companies, people, or opportunities:

1. Click Associated With filter button
2. Search bar appears
3. Type company, person, or opportunity name
4. Select from dropdown results
5. Repeat to add more entities
6. Notes linked to ANY selected entity appear

Example:

• Select “Acme Corp”
• Results: All notes associated with Acme Corp
• Add “Sarah Chen” (CEO of Acme)
• Results: Notes associated with Acme Corp OR Sarah Chen

To remove an entity:

• Click X next to entity name in filter

Use when:

• “Show me all notes about this target company”
• “Find notes related to these 5 deals”
• “Everything we know about this person”

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How to Filter by Author

Find notes by who created them:

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Finding Your Own Notes

1. Click Created By filter
2. “Me” will appear at the top of the Created by filter list
3. Select yourself from dropdown
4. Only your notes appear Use when: Reviewing your weekly activity, finding notes you took but can’t remember where

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Finding Teammate Notes

1. Click Created By filter
2. Search for teammate’s name
3. Select from dropdown
4. Only their notes appear

Add multiple authors:

• Select multiple teammates
• Notes from ANY selected author appear (OR logic)

Example:

• Select “Rachel” and “Alex”
• Results: Notes from Rachel OR Alex Use when: Catching up on teammate activity, coordinating on shared deals

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How to Filter by Date Range

Find notes created during a specific time period:

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Single Day

1. Click Created Date filter
2. Click calendar icon
3. Select one date
4. Notes from that day only

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Date Range

1. Click Created Date filter
2. Click calendar icon
3. Select start date
4. Select end date
5. Notes from that period appear

Examples:

• Start: March 1, End: March 31 → All notes from March
• Start: Jan 1, 2026, End: Mar 31, 2026 → All notes from Q1 2026

Use when:

• “What did we learn last week?”
• “All notes from Q4 2025”
• “Notes from the past month”

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How to Search by Keyword

Find notes containing specific terms:

1. Click in Text Search box (or type directly)
2. Enter search term or phrase
3. Press Enter or click search icon
4. Notes containing term anywhere in body appear

Search behavior: Single word:

• Search: healthcare
• Finds: Notes with healthcare, Healthcare, HEALTHCARE
• Case-insensitive matching

Phrase:

• Search: “product-market fit”
• Finds: Exact phrase “product-market fit” in notes

Multiple words:

• Search: “Series B funding”
• Finds: Notes containing all three words (may not be consecutive)

Partial matching:

• Search: “health”
• Finds: “health”, “healthcare”, “healthy”

Use when:

• “Find every note mentioning ‘due diligence’”
• “Notes discussing ‘competitor analysis’”
• “References to ‘San Francisco‘“

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How to Combine Filters

Create precise queries by combining multiple filters: Example 1: Find Your Recent Notes About a Company Goal: Your notes about Acme Corp from past month

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Steps

1. Filter Created By: Select yourself
2. Filter Associated With: Select “Acme Corp”
3. Filter Created Date: Past 30 days
4. Result: YOUR notes about Acme Corp from the past month

Example 2: Find All AI Notetaker Notes from This Week Goal: All meeting summaries from this week

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Steps

1. Filter Capture Method: AI Notetaker
2. Filter Created Date: Past 7 days
3. Result: All meeting summaries from this week

Example 3: Find Specific Topic Notes by Your Team Goal: Team notes mentioning competitive analysis from Q1

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Steps

1. Filter Created By: Select multiple teammates
2. Search Text: “competitive analysis”
3. Filter Created Date: select the date range corresponding to this quarter
4. Result: Team notes mentioning competitive analysis from Q1

Example 4: Comprehensive Deal Research Goal: All notes about multiple companies mentioning pricing

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Steps

1. Filter Associated With: “Loom” + “Figma” + “Notion”
2. Search Text: “pricing strategy”
3. Filter Created Date: Past 6 months
4. Result: All notes about these companies mentioning pricing from past half year Understanding the logic:

• Multiple entities = OR (notes linked to ANY entity)
• Multiple authors = OR (notes from ANY author)
• Multiple filter types = AND (notes matching ALL criteria)

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Tips & Best Practices

Start broad, narrow progressively:

1. Apply one filter first (e.g., date range)
2. Review results
3. Add second filter to narrow (e.g., entity)
4. Continue until you find what you need

Save time with common queries: Memorable filter combinations you’ll use repeatedly:

• Your past 7 days (weekly self-review)
• Team + this week (standup prep)
• Specific company + past quarter (deal prep)
• AI Notetaker + past month (meeting review)

Use text search strategically:

• Specific enough to filter noise
• Broad enough to catch variations
• Try different phrasings if first search fails

Check filter combinations:

• If too many results → Add more filters
• If too few results → Remove a filter or broaden date range
• If zero results → Check spelling, try different keywords