Constituent Search Screen

Last/Org/Group name and First name

Enter the name of the constituent to find. You can enter an entire name or only the beginning letters. For example, if you enter “Sm”, all names that begin with Sm appear, such as Smith and Smalls. Names are not case-sensitive, so you can enter Smith, smith, or SMITH to return constituents named Smith.

Lookup ID

Enter the primary identifier used at your organization. You can enter the entire ID or only the beginning digits. For example, if you enter “1”, all lookup IDs that begin with the number 1 appear.

Address

Enter the street address or post office box of the constituent to find, such as 7930 Baker Street. To search only by street name, use a wildcard character in place of the street number, such as “*Baker Street” or “%Baker Street”.

City

Enter the city or town of the constituent to find.

State

Select the state of the constituent to find.

ZIP/Postal code

Enter the Zip code of the constituent to find.

Match all criteria exactly

To use search criteria exactly as entered, select this checkbox.

If you select this checkbox, wildcard characters do not work and instead return only the literal character. Similarly, beginning characters return only those characters entered.

Search in

When you select Show advanced search options, this field appears. Select the types of constituents to include in the search.

Check nickname

When you select Show advanced search options, this checkbox appears. To include nicknames from the Personal tab of individual constituent records in your search, select this checkbox and enter the nickname in the First name field.

Check aliases

When you select Show advanced search options, this checkbox appears. To include aliases from the Names tab of constituent records in your search, select this checkbox and enter the alias in the name fields.

Check merged constituents

When you select Show advanced search options, this checkbox appears. To include constituents merged from a duplicate constituent check, select this checkbox.

Check alternate lookup IDs

When you select Show advanced search options, this checkbox appears. To include alternate lookup IDs in your search, select this checkbox and enter the alternate lookup ID in the Lookup ID field.

Only search primary addresses

When you select Show advanced search options, this checkbox appears. To include only the primary addresses from the Contact tab of the constituent records in your search, select this checkbox and enter the primary address information in the address fields.

Include deceased

When you select Show advanced search options, this checkbox appears. To include constituents marked as deceased in the search, select this checkbox.

Include inactive

When you select Show advanced search options, this checkbox appears. To include constituents marked as inactive in the search, select this checkbox.

Include fuzzy search on name

When you select Show advanced search options, this checkbox appears. To return constituents with names that sound like the search criteria entered, select this checkbox. For example, if you select this checkbox and enter a last name of “Smith”, the program includes constituents named “Smyth” in the results.

Results

When you select Search, the constituents that match the search criteria entered appear. For searches that return more than 100 constituents, only the first 100 appear.

Add

To add a new constituent, such as if the constituent you want does not appear in the search results, select this button to add the constituent to the database.

Select

To open the record of a constituent in the search results, select the constituent under Results and select this button.