Search for a Membership

During some sales processes, you will need to search for a specific membership. For example, when you process a membership renewal, the Membership Search screen appears.

1. In the top frame, decide how to filter records and enter your criteria. To show all search options, select Show advanced search options.

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

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

3. Enter search criteria and select Search.

   Tip: The search process is not case-sensitive. 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.

4. Choose the membership from the list.