Search for Designations

You can search for designations from the Fundraising page by clicking Designation search under Fundraising.

Note: You can also access the Designation Search screen from other records, such as a revenue transaction or an appeal, when you specify the designation.

In the Search for field, you can enter any portion of a lookup ID, designation, or public name to return valid results. For example, when you enter "Appeal," any lookup ID, designation, or public name in your database that contains the word "Appeal" appears in the search results.

Using the Advanced search options, you can also use VSE category, Use code, Purpose type, Purpose category, Purpose site, and Report code 1 and Report Code 2 fields to narrow your search. Keep in mind, the designation, public name and lookup ID fields in the advanced search options work differently than the single Search for field above. In order to return fewer results, these fields return results based on what your entry "begins with." For example, when you enter "Appeal" in the advanced search option Public name field, only those designations that begin with Appeal appear in the results.

Select the Include inactive checkbox to make designations marked as inactive appear in the search results. Click Search to locate the designations that meet your specified criteria.

All designations that satisfy your criteria appear in the search grid. Choose the designation you want and click Select to open it.

Note: You can use additional criteria such as Revenue designation and VSE subcategory to narrow your search. To add these additional search fields to the Designation Search screen, from Administration, click Search list configuration under Data. On the Search list configuration page, click Configure search list fields. For information about how to edit search list settings, see Administration.