Search for an organization constituent
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1.
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From Prospects, click Organization search. The Organization Search screen appears. |
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Enter the search criteria to use, such as name and address information, to find the constituent record. To match the search criteria exactly as entered, select Match all criteria exactly. |
Tip: If you do not select Match all criteria exactly, you can use “wildcard” characters in place of parts of search criteria, such as if you are unsure of an exact spelling. To replace a group of characters, use an asterisk (*) or percent sign (%). To replace a single character, use a question mark (?) or an underscore (_). For example, to return all organizations with a name that ends with “son”, enter “*son” or “%son”. To find an organization name of Smith or Smyth, enter “Sm?th” or “Sm_th”.
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To use additional search criteria, click Show advanced search options. Under Advanced search options, select the criteria options to include. For example, select whether to include aliases and only primary addresses in the search. |
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Click Search. The program searches the database for organization constituents that match the search criteria entered. In the Results grid, the constituents that match the criteria appear. Depending on the search criteria you enter, the search may return one constituent or many. |
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Under Results, click the name of the constituent record to open. The record appears. |
If the constituent you want does not appear under Results, click Add on the action bar. The Add an organization screen appears so you can add the constituent to the database. For information about how to add an organization constituent, see Add Organization Constituents.