To start your search, go to any option that requires a search (i.e. Communicate >> Send Email; People >> Search, etc.)
Module and Status, Communication and Group Filters select status(es) and option(s) to include.
Click the [Add Search Criteria] button
Searching by Age
Searching by Age
About this feature: The automated Age feature is calculated from the birthdates provided in the Contact Information section of the profiles. The software will only be able to utilize information that has been entered into this field.
Search Type: Select “Age” from the dropdown list
Age: Choose what you consider a match for your search from the dropdown menu
Enter the numeric value(s) you consider a match for your search, in the available field(s); this step is not necessary if you selected “Is empty” or “Is not empty” in the menu
Click the [Add] button to add additional options to your search, or click the [Add and Go] button to run your search
Searching by Birthday
Searching by Birthday
About this feature: The automated Birthday features are calculated from the birthdates provided in the Contact Information section of the profiles. The software will only be able to utilize information that has been entered into this field.
Search Type: Select “Birthday” from the dropdown list
Birthday: Select (or enter) the month and date for your search. This will enable you to look for people with birthdays between two dates without having to enter the year of birth (e.g. to search for those with a birthday in the month of December). You can either search by entering exact dates or by using dynamic dates
Click the [Add] button to add additional options to your search, or click the [Add and Go] button to run your search
Searching by Classification
Searching by Classification
Note: This option is only visible on Enterprise accounts and if specific Classifications have been created.
Search Type: Select the desired Classification from the dropdown list
Activity Classification
Community Classification
Organization Classification
Suitability Classification
Duration Commitment Classification
Time Commitment Classification
Choose to retrieve results that match “All”, “Any” or “None” of the Classifications you select
Select the checkbox(es) beside the desired Classification(s)
Click the [Add] button to add additional options to your search, or click the [Add and Go] button to run your search
Searching by Committees
Searching by Committees
Note: This option is visible only if Committees have been created.
Search Type: Select “Committees” from the dropdown list
Choose to retrieve results that match “All”, “Any” or “None” of the Committees you select
Select the checkbox(es) beside the desired Committee(s)
Click the [Add] button to add additional options to your search, or click the [Add and Go] button to run your search
Searching by Contact Information
Searching by Contact Information
NOTE: When performing a search using Contact Information as your search type the following fields include multiple fields in the search:
1. First Name searches “First Name” and “Legal First Name”
2. Phone Number searches “Home Phone”, “Work Phone” and “Cell Phone”
3. Email Address searches “Email Address”, “Secondary Email Address” and “Mobile email”
Search Type: Select “Contact Information” from the dropdown list
Enter what you consider a match for your search:
All name fields, username, email address and post/postal/zip code – A match is created if what you type in matches the whole field or the beginning of it. e.g. Typing in “Janet” and searching will match on Janet. Typing in “Jan” and searching will match on Janet and Jane and Jan
All other text fields – A match is created if what you type in is contained anywhere in the field. e.g. Typing in “Bloomington” will match on City of Bloomington
Choose to retrieve results that match “All”, “Any” or “None” of the fields you have selected
Click the [Add] button to add additional options to your search, or click the [Add and Go] button to run your search
Searching by Date of Birth
Searching by Date of Birth
About this feature: The automated Birthday features are calculated from the birthdates provided in the Contact Information section of the profiles. The software will only be able to utilize information that has been entered into this field.
Search Type: Select “Date of Birth” from the dropdown menu
Date of Birth: Choose what you consider a match for your search from the dropdown menu
Complete the date field(s), including month, day and year, if applicable to your menu selection
You can either search by entering exact dates or by using dynamic dates
Click the [Add] button to add additional options to your search, or click the [Add and Go] button to run your search
Searching by General Availability
Searching by General Availability
Search Type: Select “General Availability” from the dropdown menu
Choose to retrieve results that match “All”, “Any” or “None” of the criteria you select
Select the day(s) of the week and time(s) of day to include in your search
Click the [Add] button to add additional options to your search, or click the [Add and Go] button to run your search
Searching by General Interests
Searching by General Interests
Note: This option is visible only if General Interests have been created.
Search Type: Select “General Interests” from the dropdown menu
Choose to retrieve results that match “All”, “Any” or “None” of the General Interests you select
Optional: Filter by the active status of your General Interests (Active [default], Inactive, Don’t Filter)
Select the checkbox(es) beside the desired General Interest(s)
Click the [Add] button to add additional options to your search, or click the [Add and Go] button to run your search