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.

In the SKY User Experience

Find an organization record by searching on its name, lookup ID, parent organization, or address details. Search before you add a new organization to avoid duplicate constituents.

1. From Constituents, under Organizations, select Organization search. Organization Search opens.

2. Enter the search criteria, such as Organization name, Lookup ID, Parent org name, Parent lookup ID, Country, or address details.

   Tip: If you’re unsure of an exact spelling, use wildcard characters in place of part of the criteria. For details, see Wildcard Characters in Search.

   To limit the search to organizations from certain sites, select an option for Sites (All sites, My site, My site's branch, Selected sites).

3. To widen or narrow the search results, select Advanced search options. These include:

   • Check aliases

   • Only search primary addresses.

   • Only search parent organizations

   • Only search primary organizations

   • Check alternate lookup IDs

   • Include inactive

   • Check merged constituents

   • Include fuzzy search on name to include names that closely match the name you enter.

4. Select Search. The results show the Lookup ID, Name, address details, Is parent, Is primary, # Emp, # Subs, and Industry.

   For searches that return more than 100 constituents, only the first 100 appear in the results.

   Select an organization from the results. The constituent record opens.

   If the organization doesn’t exist, select + Add. See Add Organization Constituents.