Search and history

Global search

The top bar has a search field with placeholder “Search…”. Press Enter to open the Search page with the results, split into offers and contacts. Clicking a result opens the offer or the contact. The results page is currently shown in German only.

What the search indexes

• Offers: offer title (up to 8 results)
• Contacts: first name, last name, and email address (up to 5 results)

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

Tips

• Search for a partial term instead of the full string; Flino also matches parts of words.
• Search for the first or the last name, not both together: “Müller” finds Anna Müller, “Anna Müller” does not.
• 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, where every offer of that company is listed.
• Looking for a specific email? Open the relevant offer and use the activity timeline, or search for the subject in history (see below).
• When you switch between organisations, the search only covers the active organisation.

History

In the History navigation entry you see the activities and events of your organisation’s offers chronologically, grouped by day, for example:

• Email sent / Reply received / Link clicked
• Status changed
• Note added / Call logged / Reaction recorded
• Send rescheduled / Send failed / Follow-up skipped
• Acceptance link created / Offer accepted / Offer declined / Extension requested
• Recommended action applied / Action undone
• NPS link created / NPS sent / NPS response received

Header: “All activities and events at a glance.”

Filtering

• Search field (“Search by offer, contact, company, subject…”): searches offer title, contact name, company, email address, subject, text excerpt, and notes of the events.
• Event type: All events or a single type.
• Time range: Last 7 days, Last 30 days (default), Last 90 days, or Custom.
• Clear filters resets everything, Refresh reloads.

At most the 200 most recent events of the selected time range are loaded; the search field and event type filter within that selection. For older events, narrow the time range.

Clicking an event opens its details. For emails you see the subject, recipient or sender, and the content; you can respond to a received reply directly with Reply, and Go to offer opens the offer.

In history, every outgoing email is called “Email sent”. Which kind of email it was (for example “Offer sent”, “Sequence email”, or “Email from the mailbox”), and when a follow-up sequence ran and how it ended, is shown in the Pipeline for the respective offer.

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

• Not a search across all data: the search field only filters the loaded events. Offers and contacts are found via the global search at the top.
• Not an editing tool: events cannot be changed or deleted.