Advanced Find

From Accounts, click Find an Account. The Find an Account page appears.

Select the Advanced Find tab.

Tip: You can set your user preferences to display the Advanced Find tab by default. For more information, refer to My User Preferences.

In the fields that appear, enter your search criteria.

Note: An account must meet all search criteria you enter in each field to appear in your search results. Accounts that meet one of your criteria, but not all, do not appear.

In the Query Category and Query Name fields, select a category and name to search for an account within a query.

To include user-defined fields in your search, click User Defined Fields. Only UDFs that have been designated as searchable for advanced find appear.

To perform the search and display results, click Find.

1. To only display results that match all search criteria exactly, click Exact Match.

2. To remove the criteria you entered for the search, click Clear Form. This does not perform a new search. It only removes your criteria from the page.

3. When the account does not appear in the results, and you are certain it does not exist in your database, click Add an account to create a new record for the individual or organization.

4. To limit your search to specific account roles, select or clear the role checkboxes, such as Constituent or User.

5. To customize the columns that display for the results, select Choose columns. The Choose columns to show in the list screen displays. You can search for a column or select a column category in the All categories drop down menu, such as Account Fields or Persona Fields, to narrow the list of column options to display. Select the checkbox by the column name you want to appear and click Apply changes. To change the order of the columns on the results grid, select a column header and drag it. After you add or remove columns or change column order, you can click Restore Defaults to return default column settings.