Organization Search

Before you add an organization constituent record, we recommend you first search the database for the organization to avoid duplicate constituents. After you add an organization constituent, you can use the search screen to later find the constituent.

When you search for a constituent, you can make the search broad or specific, depending on the criteria selected. With a large database, we recommend you enter detailed information to find the records you need. For searches that return more than 100 constituents, only the first 100 appear.

  1. From Constituents, select Organization search. The Organization Search screen appears.

  2. Enter the search criteria to use, such as name and address information, to find the constituent record. 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 organizations with a name that ends with “son”, enter “*son” or “%son”. To find an organization name of Smith or Smyth, enter “Sm?th” or “Sm_th”.

  3. To use additional search criteria, select Show advanced search options. Under Advanced search options, select the criteria options to include. For example, select whether to include aliases and only primary addresses in the search.

  4. Select Search. The program searches the database for organization constituents that match the search criteria entered. In the Results grid, the constituents that match the criteria appear. Depending on the search criteria you enter, the search may return one constituent or many.

  5. Under Results, select the name of the constituent record to open. The record appears.

    If the constituent you want does not appear under Results, select Add on the action bar. The Add an organization screen appears so you can add the constituent to the database. For information about how to add an organization constituent, see Add Organization Constituents.