Search Prospects

Enter the name of the prospect to find. You can enter an entire name or only the beginning letters. For example, if you enter “Sm”, all names that begin with Sm appear, such as Smith and Smalls. Names are not case-sensitive, so you can enter Smith, smith, or SMITH to return constituents named Smith.

Enter the primary identifier used at your organization. You can enter the entire ID or only the beginning digits. For example, if you enter “1”, all lookup IDs that begin with the number 1 appear.

Enter the street address or post office box of the prospect to find, such as 7930 Baker Street. To search only by street name, use a wildcard character in place of the street number, such as “*Baker Street” or “%Baker Street”.

Enter the city or town of the prospect to find.

Select the state of the prospect to find.

Enter the zip code of the prospect to find.

To use search criteria exactly as entered, mark this checkbox.

If you mark this checkbox, wildcard characters do not work and instead return only the literal character. Similarly, beginning characters return only those characters entered.

When you select Show advanced search options, this field appears. Select the type of constituents to include in the search.

When you select Show advanced search options, this checkbox appears. To include nicknames from the Personal tab of individual prospect records in your search, mark this checkbox and enter the nickname in the First name field.

When you select Show advanced search options, this checkbox appears. To include aliases from the Names tab of prospect records in your search, mark this checkbox and enter the alias in the name fields.

When you select Show advanced search options, this checkbox appears. To include prospects merged from a duplicate prospect check, mark this checkbox.

When you select Show advanced search options, this checkbox appears. To include alternate lookup IDs in your search, mark this checkbox and enter the alternate lookup ID in the Lookup ID field.

When you select Show advanced search options, this checkbox appears. To include only the primary addresses from the Contact tab of the prospect records in your search, mark this checkbox and enter the primary address information in the address fields.

When you select Show advanced search options, this checkbox appears. To include prospects marked as deceased in the search, mark this checkbox.

When you select Show advanced search options, this checkbox appears. To include prospects marked as inactive in the search, mark this checkbox.

When you select Show advanced search options, this checkbox appears. To return prospects with names that sound like the search criteria entered, mark this checkbox. For example, if you mark this checkbox and enter a Last name of “Smith”, the program includes prospects named “Smyth” in the results.

When you select Search, this grid displays the prospects that match the search criteria entered. For searches that return more than 100 prospects, only the first 100 appear.