Search and history
Global search
Section titled “Global search”The top bar has a search field with placeholder “Search…”. The Search page lets you look through your data in a structured way.
What the search indexes
Section titled “What the search indexes”- Offers — offer title
- Contacts — first name, last name, and email address
That’s it. The search does not index:
- ❌ Company names (the company appears in the result row of a contact, but it is not a search field)
- ❌ Email content (subject, body, attachments)
- ❌ Notes, call logs, or other activity entries
- Search for a partial term instead of the full string — Flino usually matches substrings.
- Looking for offers from a specific company? Don’t search by the company name; search by the contact name or contact email. Alternatively click Companies on the left and open the company detail page — every offer of that company is listed there.
- Looking for a specific email? Open the relevant offer and use the activity timeline.
- When you switch between organisations, the search only covers the active organisation.
History
Section titled “History”In the History navigation entry you see all activities and events chronologically — for example:
- Email sent / Reply received
- Status changed
- Note added / Call logged
- Acceptance link created / Offer accepted / Offer declined
- Sequence paused / resumed / reactivated
Header: “All activities and events at a glance.”
What history is good for
Section titled “What history is good for”- Quick rewind across a given time range
- Tracing what Flino did automatically
- A traceable activity record for audits or customer queries
What history is not
Section titled “What history is not”- Not a search engine — for targeted search, use the global search at the top
- Not an editing tool — history is read-only