Quick Find

To access quick find, go to Accounts, Find an Account. The Find an Account page appears and defaults to the Quick Find tab. This search uses the following to match your search criteria and find results.

• Account Name

• Address

• City

• Street Name

• Building Number

• Apartment Number

• Zip code

• Phone Number Fields

• Short Salutation

• Long Salutation

• Envelope Salutation

• Email Address

To perform the search and display results, click Find.

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

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

• Under the number of accounts found, 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.

• 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.