Skip to main content

Search & organize contacts

Categorize your contacts through the search

Updated over 2 weeks ago

The Global Search gives you an overview of all contacts in your workspace. It includes both contacts that have been added to groups and contacts that remain uncategorized. By default, the search displays the first thousand contacts.

You can access the Search from the sidebar or with the shortcut Command + K.

Navigate the Search

In the Search, all your contacts are organized into separate tabs for people and companies:

  • In the people view, we display for each person their avatar, first name, last name, company name, job title, and primary email. We also display on the right-hand side which groups they've been added to.

  • In the company view, we display for each company its logo, name, number of people linked to that company, and primary URL. We also display on the right-hand side which groups it's been added to.

Search & filter

Type to search across your contacts. The search looks through:

  • Full name

  • Company name

  • Email addresses

  • Phone numbers

  • Addresses

  • Companies

  • Notes (public & private)

Filters

  • All contacts (default) - View all contacts in your workspace

  • Uncategorized only - Show contacts that haven't been added to any group


Actions you can take

Manually add contacts to groups

Select one or multiple contacts to add them to your groups.

  • To select one contact: click on the checkbox of the contact or use the keyboard shortcut "Option + X" on Mac and "Alt + X" on Windows

  • To select several contacts: Click Shift + ⬇️ ⬆️

Then click on Add to group (or press Command + Enter on Mac, Ctrl + Enter on Windows), and add your selected contacts to one or multiple groups at once.

To unselect contacts, just press escape (esc).

Accept suggested groups

folk doesn’t just make it easy to categorize your contacts – it will do it for you!

Certain contact types are automatically detected and suggested groups will be created for the following categories in the section “Suggested groups”:

  • Founders, Executives, My team, Investors, Journalists

You can accept or decline the suggestions. If you accept, the contacts will be grouped accordingly.

  • Suggested groups appear on an ongoing basis in the workspace. When our algorithm identifies a new group, it will be instantly suggested

  • If declined, the group will not be suggested anymore

  • Before accepting the group suggested, no action can be performed on the contacts of the group

  • Suggested groups are suggested based on job title and emails

Clean up data

Delete contacts

Remove irrelevant or outdated contacts from your workspace.

  1. Select one or multiple contacts

  2. Click the "Delete" button or use the delete action from the quick actions bar

  3. Confirm deletion

Note: Deleted contacts are permanently removed from your workspace. If you want to keep contacts for potential future use, consider leaving them uncategorized instead.

Merge duplicates

Combine duplicate contact records to maintain

  1. Select the duplicate contacts you want to merge

  2. Click "Merge" from the quick actions bar

  3. Review the merge preview

  4. Confirm the merge

Note: folk automatically merges duplicate contacts in the background. However, you can manually merge contacts at any time if needed. Learn more about how duplicate detection works.

Keyboard shortcuts

  • Open search page: command + K

  • Navigate through contacts: ⬆️ ⬇️

  • Select contacts: Option + X (Mac) | "Alt + X" on Windows

  • Select multiple contacts: Shift + ⬆️ ⬇️ | Alt + ⬆️ ⬇️

  • Unselect all contacts: Esc

  • Open a profile:

Did this answer your question?