Sponsor Search

Before you add a sponsor record, to avoid duplicates, you should first search your database to make sure the sponsor is not already there. Once you add a record, you can use the search screen at any time to find a sponsor you need to access.

When you search for a sponsor record, you can make the search broad or specific, depending on the criteria you select. With a large database, you should be selective and enter detailed information to get the records you need. For example, you can use name and address fields. For searches returning more than 100 records, only the first 100 appear in the results.

Search for an existing sponsor

  1. On the Sponsorship page, select Sponsor search. The Sponsor Search screen appears.

  2. In the top frame, decide how to filter records for this search and select/enter your criteria. You can search by the name, address, constituency, prospect manager, and source code associated with the sponsor.

  3. To show all search options, select the down arrow beside Show advanced search options.

  4. Under Advanced search options, you can select the constituent criteria of the transactions to include. For example, select the constituent types to return in the results and select whether to include constituent nicknames or aliases, include deceased or inactive constituents, or check alternate lookup IDs.

    You can enter data in all fields or none, depending on how broad or narrow you want your search. Depending on your criteria, the program may find one sponsor or many. For information about the fields on the search screen, refer toSponsor Search Screen.

    In the criteria fields, you can enter “wildcard” characters to take the place of parts of the search phrase. Use the asterisk ( * ) or percent sign ( % ) to take the place of a group of characters and the question mark ( ? ) or underscore ( _ ) to take the place of an individual character. For example, to locate all sponsors with a last name ending with the letters “son”, you can enter *son or %son in the name field, or for the last name Smith or Smyth, you can enter Sm?th or Sm_th.

  5. Select Search.

  6. Select the sponsor record to open. The sponsor page for that record appears.