Search for a constituent

1. From Constituents, select Constituent search.

   Note: By default, you search for a constituent by lookup ID or basic name and address information. To use additional criteria such as constituency, email address, or phone number, select Settings and configure the settings for the Constituent Search screen. You can also configure the search results to display similar additional information. For information about how to edit the search list settings, see the Administration section of Help.

2. Enter search criteria to find the constituent, such as name and address info. To match the search criteria exactly as entered, select Match all criteria exactly.

   Tip: If you do not select Match all criteria exactly, you can use “wildcard” characters in place of parts of search criteria, such as if you are unsure of an exact spelling. To replace a group of characters, use an asterisk (*) or percent sign (%). To replace a single character, use a question mark (?) or an underscore (_). For example, to return all constituents with a last name that ends with “son” such as Johnson and Williamson, enter “*son” or “%son” as the last name. To find the last name of Smith or Smyth, enter “Sm?th” or “Sm_th”.

3. Under Advanced search options, select the criteria options to include. For example, select the constituent types to return in the results and select whether to include nicknames and only primary addresses in the search.

   Tip: The criteria options you select are sticky. When you close the search and then reopen search later, the same options remain selected.

   Note: When you search for a duplicate constituent, the Advanced search options are not sticky.

4. Select Search.

Altru displays all constituents that match your search criteria. If the constituent record doesn't exist, select Add to quickly add a new record.