Running a Search

  1. Go to any option that requires a search (i.e. People >> Search; Communicate >> Send Email) 
  1. Module and Status Filters: Select the desired status(es) to include in the search.  
    • For multiple statuses, select one of the following: 
      • Any of the selected modules and any of the selected statuses 
      • All of the selected modules and any of the selected statuses 
  1. Optional: Communications Filters, select the desired option(s). You can make one selection from each category: 
    • Email: 
      • Don’t Filter (default) 
      • Has Email 
      • Has No Email 
    • Mobile Email: 
      • Don’t Filter (default) 
      • Has Mobile Email 
      • Has No Mobile Email 
    • Text Messaging: This will only appear if Text Messaging has been enabled 
      • Don’t Filter (default) 
      • Has text messaging enabled 
      • Does not have text messaging enabled 
  1. Click the [Add Search Criteria] button to add additional options to your search, or click the [Search] button to run your search 

Tip: In the “Search Results” section header, you can click on the [Print] button in the header to print the listing of the results that were retrieved. 

Quick Search/Navigation Bar 

  1. Click one of the four possible icons in the Navigation Bar at the top of the admin screen: 
    • Person: To find a person/user 
    • Page: To navigate to a page or specific feature within the admin interface 
    • Help: To search the knowledge bank of help articles (step-by-step instructions) 
    • Account: For admins of multiple organizations or enterprise accounts to switch between these accounts 
  1. Type the first few characters of the topic, account or person’s name you are searching for 
  1. Click on the options you are searching for to be taken to the related page 

Note: The Quick Search feature will not retrieve the names of profiles that have been archived. 

Searching by Client Date Joined 

  1. Go to any option that requires a search (i.e. Communicate >> Send Email; People >> Search, etc.) 
  1. Module, Status and Communication: select status(es) and option(s) to include 
  1. Click the [Add Search Criteria] button 
  1. Search Type: Select “Client Date Joined” from the dropdown list 
  1. Enter a date to search for the Date Joined On or After or On or Before a specific date. If you enter a date for both, you can search for the Date Joined within a date range.  
    • You can either search by entering exact dates or by using dynamic dates  
  1. Click the [Add Search Criteria] button to add additional options to your search, or click the [Search] button to run your search 

Note: This option searches the “Client Date Joined” field (“Main” tab, “Miscellaneous” section) that is part of all client profiles in Better Impact. It includes the client’s full start date (month, day, year), allowing you to search for clients with a specific time length of membership. 

Searching by Date of Last Client Status Change 

  1. Go to any option that requires a search (i.e. Communicate >> Send Email; People >> Search, etc.) 
  1. Module, Status and Communication: select status(es) and option(s) to include 
  1. Click the [Add Search Criteria] button 
  1. Search Type: Select “Date of Last Client Status Change” from the dropdown list 
  1. Optional: Enter a date to search for the Date of Last Client Status Change On or After or On or Before a specific date. If you enter a date for both, you can search for the Date of Last Client Status Change within a date range.  
    • You can either search by entering exact dates or by using dynamic dates 
  1. Click the [Add Search Criteria] button to add additional options to your search, or click the [Search] button to run your search 

Searching by Client and Volunteer Associations 

Clients Associated with Volunteers 

  1. Go to any option that requires a search (i.e. Communicate >> Send Email; People >> Search, etc.) 
  1. Module, Status and Communication: select status(es) and option(s) to include 
  1. Click the [Add Search Criteria] button 
  1. Search Type: Select “Client Connections” from the dropdown list 
  1. Select the desired Status from the dropdown list: 
    • Client is associated with volunteers 
    • Client is not associated with volunteers 
  1. Click the [Add Search Criteria] button to add additional options to your search, or click the [Search] button to run your search 

Volunteers Associated with Clients 

  1. Go to any option that requires a search (i.e. Communicate >> Send Email; People >> Search, etc.) 
  1. Module, Status and Communication: select status(es) and option(s) to include 
  1. Click the [Add Search Criteria] button 
  1. Search Type: Select “Volunteer Connections” from the dropdown list 
  1. Select the desired Status from the drop-down list: 
    • Volunteer is associated with clients 
    • Volunteer is not associated with clients 
  1. Click the [Add Search Criteria] button to add additional options to your search, or click the [Search] button to run your search 

Searching by Client Association with Activities 

  1. Go to any option that requires a search (i.e. Communicate >> Send Email; People >> Search, etc.) 
  1. Module, Status and Communication: select status(es) and option(s) to include 
  1. Click the [Add Search Criteria] button 
  1. Search Type: Select “Client Activities” 
  1. Select the desired Match Type from the drop-down list: 
    • Client is associated with activities 
    • Client is not associated with activities 
  1. Click the [Add Search Criteria] button to add additional options to your search, or click the [Search] button to run your search 
Updated on January 12, 2021

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