Bank Search Screen

Enter the bank or organization name. You can enter a partial name or individual letters in this field. The search is not case-sensitive. However, the search field searches for the exact phrase you enter. For example, "bank" returns "Bank of America" but not "US Bank." To search for a character or word within a name, use wildcards. For example, "%Bank" returns both "Bank of America" and "US Bank."

Enter the primary identifier used by your organization. You can enter the entire ID or the initial digits. For example, if you enter “1”, all Lookup IDs that begin with the number 1 appear. If you enter “123”, IDs that begin with these digits appear. The more digits you enter, the easier it is to find a bank.

Enter the default routing number for a bank account.

Enter the default sort code for a bank account.

Enter the address lines, such as 7930 Baker Street. You can search by entering the initial street numbers. For example, you can enter “79” to bring up all street addresses that begin with 79. You can use a wildcard character to search only by street name; *Baker Street or %Baker Street brings up all addresses that contain Baker Street.

Enter the city or town. You can enter the entire city name or initial letters.

Select the appropriate state.

Enter the ZIP or Postal Code. You can enter the entire code or the initial digits.

If a search must match your criteria exactly, select this checkbox. An entry in a field returns only an exact match of the characters you enter. For example, “Will” in the First name field normally returns constituents with a first name of Will, Willa, Willard, and William. When you select the checkbox, the search returns only constituents with a first name of Will.

When you select this checkbox, wildcard characters do not work and are instead used as regular characters. For example, an asterisk (*) or percent sign (%) is used literally, rather than as a replacement for a group of characters. Similarly, a question mark (?) or underscore (_) is no longer used as a replacement for one character.

To show all search options, select the down arrow beside Show advanced search options. To hide the advanced search options, select the down arrow beside Hide advanced search options. Using advanced search options, you can select additional checkboxes to refine your search.

To include an alias in your search, select this checkbox. Aliases appear on the Organization Info tab of the constituent page.

To include alternate lookup IDs in the search, select this checkbox. Alternate lookup IDs appear on the Organization Info tab of the constituent page.

When you use address fields as criteria, to have your search look for a bank based on primary address information only, select this checkbox. Other addresses are not considered in the search process.

Each bank has one primary address, designated on the Contact tab of the constituent page.