Search for a constituent

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.