Enter the name of the constituent to find. You can enter an entire name or only the beginning letters. For example, if you enter “Sm”, all names that begin with Sm appear, such as Smith and Smalls. Names are not case-sensitive, so you can enter Smith, smith, or SMITH to return constituents named Smith.

Enter the primary identifier used at your organization. You can enter the entire ID or only the beginning digits. For example, if you enter “1”, all lookup IDs that begin with the number 1 appear.

Enter the street address or post office box of the constituent to find, such as 7930 Baker Street. To search only by street name, use a wildcard character in place of the street number, such as “*Baker Street” or “%Baker Street”.

Enter the city or town of the constituent to find.

Select the state of the constituent to find.

Enter the Zip code of the constituent to find.

To use search criteria exactly as entered, select this checkbox.

If you select this checkbox, wildcard characters do not work and instead return only the literal character. Similarly, beginning characters return only those characters entered.

When you click Show advanced search options, this field appears. Select the types of constituents to include in the search.

When you click Show advanced search options, this checkbox appears. To include nicknames from the Personal tab of individual constituent records in your search, select this checkbox and enter the nickname in the First name field.

When you click Show advanced search options, this checkbox appears. To include aliases from the Names tab of constituent records in your search, select this checkbox and enter the alias in the name fields.

When you click Show advanced search options, this checkbox appears. To include alternate lookup IDs in your search, select this checkbox and enter the alternate lookup ID in the Lookup ID field.

When you click Show advanced search options, this checkbox appears. To include only the primary addresses from the Contact tab of the constituent records in your search, select this checkbox and enter the primary address information in the address fields.

When you click Show advanced search options, this checkbox appears. To include constituents marked as deceased in the search, select this checkbox.

When you click Show advanced search options, this checkbox appears. To include constituents marked as inactive in the search, select this checkbox.

When you click Show advanced search options, this checkbox appears. To return constituents with names that sound like the search criteria entered, select this checkbox. For example, if you select this checkbox and enter a last name of “Smith”, the program includes constituents named “Smyth” in the results.