Constituent Search

After you add a constituent to the database, you can use the Constituent Search screen to access the constituent’s record.

When you search for a constituent, you can make the search broad or specific, depending on the criteria you select. To get the results you need, we recommend you be selective in your search criteria and use detailed information such as name and address.

1. From Constituents, select Constituent search. The Constituent Search screen appears. For information about the items on this screen, see Constituent Search Screen.

   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 the help file.

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 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.

4. Select Search. The program searches the database for 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 constituent record opens.

   If the constituent you want does not appear under Results, select Add on the action bar to add the constituent to the database.

   • For information about how to add an individual constituent, see Add Individual Constituents.

   • For information about how to add an organization constituent, see Add Organization Constituents.

   • For information about how to add a constituent household, see Add Households.

   • For information about how to add a constituent group or committee, see Add Constituent Groups.

In the SKY User Experience

Find a constituent record quickly by searching on a name, a lookup ID, or address details. Keep the search broad to see many possible results or apply more criteria to narrow the results to a specific record you need.

1. From Constituents, select Constituent search. Constituent Search by Name or Lookup ID opens.

2. Enter the search criteria. To search on a name or lookup ID together, use Name/Lookup ID. For a more targeted search, use Last/Org/Group name, First name, Lookup ID, or the address details.

   Tip: If you’re unsure of an exact spelling, use “wildcard” characters in place of part of the criteria. Wildcards don’t work when Match all criteria exactly is selected. For details, see Wildcard Characters in Search.

3. To limit the search to constituents from certain sites, select an option for Sites:

   • All sites

   • My site

   • My site's branch

   • Selected sites

4. To refine what the search includes, select Advanced search options. Select the options to use, and then select Save and close. A count of your filters appears beside Advanced search options.

   Options include:

   • Individuals, Organizations, and Groups/Households: Select the constituent types to include in the results. To narrow the results further, select Exclude households or Exclude custom groups.

   • Check nickname, Check aliases, Check alternate lookup IDs, and Check merged constituents: Find constituents by information other than their primary name or lookup ID.

   • Match all criteria exactly: Return only constituents that match the criteria exactly as entered.

   • Only search primary addresses: Search a constituent’s primary address instead of every address on the record.

   • Include deceased and Include inactive: Add deceased and inactive constituents to the results.

   • Include fuzzy search on name: Find names that closely match the criteria you enter, such as names with spelling variations.

5. Select Search. The constituents that match the criteria appear with their lookup ID, name, constituent type, address details, primary business, email address, and phone number. Depending on the criteria, the search can return one constituent or many. For searches that return more than 100 constituents, only the first 100 appear in the results. To start over with new criteria, select Clear.

6. In the results, select the name of constituent record. The advocate constituent record opens.

   If the constituent doesn't exist, you can create a new constituent record. For details, see;

   • Add Individual Constituents.

   • Add Constituent Groups.