The search criteria that you enter on the Constituent Search screen has a direct impact on how long it takes to get your search results. In general, we recommend that you be selective in your search criteria and use detailed information, but to ensure that you get search results in a timely manner, we also recommend that you consider the following tips before you enter search criteria.
For the fastest search results, use the Lookup ID field only.
If you don't have the lookup ID, the Last/Org/Group name field alone is nearly as fast as the Lookup ID field alone.
Note: If you enter criteria in just the Last/Org/Group name and ZIP/Postal code fields, search results are a bit slower. This combination of fields is useful for common last names, but you may want to search by just last name for less common names.
If you place wildcards at the start of search fields, the Constituent Search screen cannot use indexes and, therefore, search results are much slower. We recommend that you avoid wildcards at the start of search fields, especially "%."
If you select Include fuzzy search on name, search results are noticeably slower. This checkbox can be useful when you are unsure how to spell a name or suspect the spelling you are entering may not match the constituent record. However, if you are confident about the spelling of a name, we recommend against using this checkbox.