Patron Search

When you begin the Advance Sales or Daily Sales process, you can add or search for a patron to associate with the order.

Tip: To avoid duplicates, before you add a patron, you should first search to make sure the patron doesn't already have a constituent record.

Note: For searches that return more than 100 constituents, only the first 100 appear.

  1. In the Patron field, select the magnifying glass.

  2. Enter search criteria.

    • In Quick search, you can search by first name, last name, alias, phone number, membership card number, or membership lookup ID. You can also swipe the patron's membership card.

    • Under Advanced search, you can enter more detailed search criteria to narrow your results.

    Tip: The search process is not case-sensitive. Also, you can enter “wildcard” characters to take the place of parts of the search phrase. Use the asterisk ( * ) or percent sign ( % ) to take the place of a group of characters and the question mark ( ? ) or underscore ( _ ) to take the place of an individual character. For example, to locate all constituents with a last name ending with the letters “son”, you can enter *son or %son in the name field, or for the last name Smith or Smyth, you can enter Sm?th or Sm_th.

  3. Choose whether to search for individuals, organizations, and/or groups/households.

    Note: By default, groups and households aren't included. If you include these, it may take longer to return results.

  4. Choose whether to include constituents marked as inactive or deceased.

  5. Select Search.

  6. Select the constituent record to associate with the order and select Select.