Search, list views and shortcuts
Find anything quickly with the ⌘K search, narrow lists with filters, and move around with keyboard shortcuts.
Who can do it: everyone. You only ever see your active workspace's records.
Search everything (⌘K)
- Press ⌘K (Mac), Ctrl+K (Windows and Linux) or /. Or click Search… in the top bar.
- Type at least 2 characters. Each word you type must match the start of a word: "jo" finds John Smith and Mary Jones, but not Bojo. Type more words to narrow it down: "jo sm" finds John Smith.
- Use ↑ ↓ to move, Enter to open, Esc to close.
What it searches:
| Group | Matches the start of |
|---|---|
| Contacts | a word of their name, their email address, or its domain ("acme.com") |
| Companies | a word of the name, or the domain |
| Deals | a word of the name (when Deals is on) |
| Email threads | a word of the subject (when Email is on) |
| Reports | a word of the name, for saved reports you can see (when Reports is on) |
Contacts, companies and deals show the most recently updated first.
How words are matched:
- Capitals don't matter.
- Punctuation separates words: "Smith-Jones" is found by "smith" or "jones", and "Acme Pet Supply, Inc." by "inc".
- Apostrophes are ignored: "obr" or "o'br" finds O'Brien.
- Accents count: "jose" doesn't find José, but "jos" does.
- An email address matches from its start ("mary.j", "mary.jones@acme") or from the start of its domain ("acme.co"), not from the middle ("jones@").
- Names are matched on their first words: the first 4 words of a contact's name, and the first 6 of a company's or deal's name. Search for a later word together with an earlier one, or open the list and filter there.
- Email subjects and report names are matched more simply: a word starts at the beginning or after a space, and punctuation and apostrophes count as letters. "renewal" finds "[Acme] renewal", but "acme" doesn't (type "[acme"); "o'br" finds "O'Brien" in a subject, "obr" doesn't.
The palette also has Go to shortcuts (Dashboard, Contacts, Companies, Deals, Tasks, Calendar, Inbox, Marketing, Reports) and Ask Fifi when it's available.
If you search very fast you may see "Too many searches. Try again in a minute."
List views and filters
Contacts, Companies, Deals → List and Tasks → List are sortable, filterable lists, 50 to a page (Next 50, Back to start).
| List | Filters | Sorts |
|---|---|---|
| Contacts | search (start of a word of the name, the email or its domain), status, tag, owner ("Me" or a teammate), "Added from" / "to" | Last name (A→Z), Newest first |
| Companies | search (start of a word of the name, or the domain), owner, "Added" dates | Name (A→Z), Newest first |
| Deals (List) | search (start of a word of the name), stage, status, owner, "Added" dates | Newest first, Value (high→low), Name (A→Z) |
| Tasks (List) | search (any part of the title), status, priority, assignee, "Due from" / "to" | Due soonest, Newest |
The Contacts, Companies and Deals search boxes, and the company and contact pickers in forms, match words the same way as ⌘K, from the first character.
Click Filter to apply, and Clear to reset (Contacts, Companies and Deals). Dates use your profile's time zone.
Keep a filtered list
Filters live in the page address. To keep a list, bookmark it or share the link with a teammate. Fifi doesn't have a separate "saved views" feature.
For anything more advanced (counts, totals, charts), build a saved report.
Export CSV on Contacts, Companies and Deals exports exactly what the filters show. See Import, export and Trash.
Keyboard shortcuts
Press ? to see this list in Fifi.
| Keys | Does |
|---|---|
| ⌘K, Ctrl+K or / | Search |
| ⌘J or Ctrl+J | Ask Fifi (when it's on) |
| g then d | Dashboard |
| g then c | Contacts |
| g then o | Companies |
| g then p | Deals (pipeline) |
| g then t | Tasks |
| g then a | Calendar |
| g then s | Settings |
| ? | This list |
Press the second key of a "g" shortcut within about a second. Shortcuts don't fire while you're typing or while a dialog or menu is open.
Help and settings in the sidebar
Under the sections, the sidebar has a Help and settings group:
- Documentation: these guides, at /help (also Help in the user menu, and "help" in ⌘K).
- Developer: API docs (the API reference at /developers) and, for owners and admins while the API module is on, API keys (Settings → API).
- Workspace settings: Settings.
When the sidebar is collapsed, they're icons with their names as tooltips.
Getting around on a phone
Fifi works in a phone browser. The first four menu items sit in a bottom bar, and the rest are under More, with the Help and settings links at the bottom. Settings is also in the user menu (top right).
Troubleshooting
- A record I know exists doesn't show up. Search matches the start of words: type the beginning of a name ("ber" for "Berg"), not the middle ("erg"). Check you're in the right workspace (top left). Deleted records only appear in Settings → Trash.
- "You're searching very quickly…" Wait a minute; the list still shows without the search.
- The search button shows ⌘K on Windows. Ctrl+K works too.