SpinOffice has no central search bar that searches everything at once. Each screen has its own Search... field at the top right, which searches what belongs to that screen. It works the same in the browser, the desktop version and the app.
Where do you search for what?
| Screen | What does it search? |
|---|---|
| Home | The Recent contacts, Calendar and Current tasks blocks only show what matches your search term. |
| Contacts | The four columns you see in the list, such as name, email address and phone number. Use # to search by tag. |
| Inbox | Subject and content of your emails, and by name. See below. |
| A contact's archive | Emails, notes, tasks, appointments and the content of files, including PDFs. |
| Calendar | Your appointments. A list of matching appointments appears below the search field. |
| Kanban board | Your tasks, also by the name of the linked contact. |
| Folder list | The contact and the folder description. Read more: The folder list |
| File list | All your files, by subject and by content. Read more: Adding and finding files |
Searching for contacts
In the contact list, SpinOffice searches the four columns you see. You decide which columns those are.
Tip: want to search by city, zip code or debtor number? Then add it as a column. In the Contacts screen, click the gear icon at the top right, choose Edit widget and then Manage columns. From then on, you can also search that column.
- Part of a name is enough. With brouw you find, for example, everyone with Brouwer in their name.
- Search by the domain of an email address, such as companyname.com, to find all contact persons at a company.
- Type a phone number exactly as it's stored in SpinOffice. If it says 010-4127700, searching for 0104127700 finds nothing.
- Search by tag with #. Type # and the start of the tag name, for example #newsletter, and choose the tag. You then see all contacts with that tag.
- Want to select by contact type or several criteria at once? Then use Filter contacts. Read how: Filtering contacts
Searching in the Inbox
You search all your emails, including finished ones. Only emails in the Trash aren't found.
You decide what SpinOffice searches. In the Inbox, click the gear icon at the top right. Under Search options you choose:
- Subject & Content: search the subject and text of your emails.
- By name - incoming: search by the sender's name.
- By name - sent: search by the name of the recipient of emails you sent.
- My messages or All messages: search only your own emails, or also the emails colleagues share with you.
Searching in a contact's archive
Open the contact's archive and type your search term at the top right. SpinOffice searches the emails, notes, tasks and appointments, and also the content of files, such as Word documents and PDFs. Handy when you're looking for a quote but no longer remember the file name. Read more: A contact's archive
What can't you find?
Deleted items, such as emails in the Trash. Finished emails and tasks can be found.
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