Search for a Source Code

To locate and open a specific source code, you can use the Source Code Search screen.

When you search for a source code, you can enter criteria about the source code such as Name and Active as of date.

To include all source codes used on a marketing effort previously, select Marketing efforts next to Include.

To view a list of all source codes a constituent received previously, enter the constituent's name in the Constituent field, and clear the Marketing efforts checkbox next to Include.

To include all source codes associated with active white mail segments, select Active white mail codes next to Include

To include all source codes associated with inactive white mail segments, select Inactive white mail codes next to Include

You can enter partial names or individual letters in the search criteria fields. Also, the search process is not case-sensitive. You can leave the fields blank and the search will return all your materials, but if the program locates over 100 records, only the first 100 will appear in the Results grid.