Sponsor Search Screen

Name fields

Enter name information on which to base your search. You can enter a partial name or individual letters in this field. For example, if you enter “Sm”, all names beginning with the letters “Sm” appear. Also, the search process is not case-sensitive, so you can enter Smith, smith, and SMITH and get the same results. You can also select a suffix.

Lookup ID

Enter the primary identifier used by your organization. You can enter the entire ID or the beginning digits. For example, if you enter “1”, all Lookup IDs beginning with the number 1 appear. If you enter “123”, IDs beginning with these digits appear. The more digits you enter, the easier it is to find a record.

Address

Enter the address lines, such as 7930 Baker Street. You can search by entering the beginning street numbers. For example, you can enter “79” to bring up all street addresses beginning with 79. You can use a wildcard character to search only by street name; *Baker Street or %Baker Street brings up all addresses containing Baker Street.

City

Enter the city or town. You can enter the entire city name or beginning letters.

State

Select the appropriate state.

ZIP/Postal code

Enter the Zip code. You can enter the entire code or the beginning digits.

Match all criteria exactly

If a search must match your criteria exactly, mark this checkbox. An entry in a field returns only an exact match of the characters you enter. For example, “Will” in the First name field normally returns records with a first name of Will, Willa, Willard, and William. When you mark the checkbox, the search returns only records with a first name of Will.

When you mark this checkbox, wildcard characters do not work and are instead used as regular characters. For example, an asterisk (*) or percent sign (%) is used literally, rather than as a replacement for a group of characters. Similarly, a question mark (?) or underscore (_) is no longer used as a replacement for one character.

Show advanced search options/Hide advanced search options

To show all search options, select the down arrow beside Show advanced search options. To hide the advanced search options, select the down arrow beside Hide advanced search options. Using advanced search options, you can select additional checkboxes to refine your search.

Individuals Organizations Groups/Households

To include individuals, organizations, and groups/households in your search, select the appropriate checkbox. You can select one, two, or all three checkboxes.

Check nickname

To include a nickname in your search, select this checkbox. For example, to search for Robert Hernandez by his nickname, select the checkbox. You can now enter “Bob” in the First name field when searching for him.

Check aliases

To include an alias in your search, select this checkbox. Aliases appear on the ??? of the sponsor page.

Check merged constituents

To include merged constituent records, select this checkbox.

Check alternate lookup IDs

To include alternate lookup IDs in the search, select this checkbox.

Only search primary addresses

When you use address fields as criteria, to have your search look for a record based on primary address information only, mark this checkbox. Other addresses are not considered in the search process.

Include deceased

To include deceased sponsors in the search results, select this checkbox.

Include inactive

To include inactive sponsors in the search results, select this checkbox.

Include fuzzy search on name

You can have the search include fuzzy name matching to include other names of individuals. The search logic looks for similar sounding names like Smith and Smyth and returns them all in the results.

Search (button)

Once you enter criteria, to activate the search, select the button.

Clear (button)

To remove your criteria and begin a new search, select the button.

Results (grid)

The search results appear in this bottom grid. Select a record from the grid to open.

Select (button)

In the Results grid, select a record and select the button. The sponsor page appears.