The global Search gives you an overview of all your contacts in your workspace.
It includes contacts that have been added to your groups and contacts that are uncategorized yet. You can search for any of your contacts and we show you by default the first thousand contacts.
You can access the Search from the sidebar or with the shortcut Command + K
.
Navigate the Search
In the Search, you'll see all your contacts: people & companies are split in separate tabs.
In the people view, we display for each people, their avatar, first name, last name, company name, job title and primary email. We also display on the right-hand side, which groups the person belong to.
In the company view, we display for each companies, their logo, name, number of people that belong to this company and primary URL. We also display on the right-hand side, which groups the company belong to.
In the Search, you can filter to display only contacts without a group (that haven't been categorized yet), in order to add them to the relevant groups. For non-relevant contacts, you can either delete them or leave them in background as uncategorized contacts.
Add contacts to groups
Manual categorization
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 WindowsTo 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).
Automatic categorization
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
Delete, merge contacts
Once you've selected the right contacts from the list, you can either delete them in bulk, or you can merge them if they are duplicates.
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: ⏎