How to Search for Prospects

Warning: When running a search, wildcard characters such as “%” can be used only in the advanced search options (click Show advanced options on the Search screen). Wildcards do not work in the basic search – Name or ID and Location fields.

1. Start on the ResearchPoint Home page, which is the default page when you open ResearchPoint. You can also click Home on the menu bar.

2. In the first field on the left, select where you want to search. From here you can search:
   • ResearchPoint only
   • An integrated Raiser's Edge database
   • The Target Analytics Prospecting database (searches limited by subscription level)
   • For a detailed description of each option, on the Search page, click the What do these options mean? icon.

3. In the Name or ID... field, enter the prospect's ID or last name information. First name information will not return results. You do not have to provide the full name. For example, you can enter "smi" for Smith. Also, if you do know the first and last name, enter as follows: Smith, John.

   Tip: Including both last name and ZIP code information improves search speeds when searching the Target Analytics database.

4. In the Location field, enter any location information you have for the prospect: city, state, street address.

5. Click Show advanced search to access additional search criteria such as nickname and age range.

6. Click Search. The results grid displays any records located that satisfy your search criteria.

Our goal is to provide accurate, thorough answers. Please let us know how we can improve this section of the ResearchPoint help.

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