To begin 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.

Note: These options are visible only if Custom Fields of the type specified have been created.

Searching by Custom Fields: Check Boxes

Search Type: Select “Custom Fields” from the dropdown list
In Header select the Custom Field Category where the desired custom field was created
Select the Custom Field you want to use
Match Type: Choose what you consider a match for your search, either “Is checked” or “Is not checked”
Click the [Add] button to add additional options to your search, or click the [Add and Go] button to run your search

Searching by Custom Fields: Dates

Search Type: Select “Custom Fields” from the dropdown list
In Header select the Custom Field Category where the desired custom field was created
Select the Custom Field you want to use
Match Type: Choose what you consider a match for your search from the dropdown menu
Match Value: Choose what you consider a match for your search by completing the date field(s), if applicable to your Match Type 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

Search Type: Select “Custom Fields” from the dropdown list
In Header select the Custom Field Category where the desired custom field was created
Select the Custom Field you want to use
Match Type: Choose what you consider a match for your search from the dropdown menu
Match Value: Choose what you consider a match for your search from the dropdown menu; this step is not necessary if you selected “Is empty”, “Is not empty” or “is empty or not equal to” in the Match Type
Click the [Add] button to add additional options to your search, or click the [Add and Go] button to run your search

Search Type: Select “Custom Fields” from the dropdown list
In Header select the Custom Field Category where the desired custom field was created
Select the Custom Field you want to use
Match Type: Choose what you consider a match for your search, either “Is empty” or “Is not empty”
Click the [Add] button to add additional options to your search, or click the [Add and Go] button to run your search

Search Type: Select “Custom Fields” from the dropdown list
In Header select the Custom Field Category where the desired custom field was created
Select the Custom Field you want to use
Match Type: Choose what you consider a match for your search from the dropdown menu
Match Value: 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 Match Type
Click the [Add] button to add additional options to your search, or click the [Add and Go] button to run your search

Search Type: Select “Custom Fields” from the dropdown list
In Header select the Custom Field Category where the desired custom field was created
Select the Custom Field you want to use
Match Type: Choose what you consider a match for your search from the dropdown menu
Match Value: Enter the text you consider a match for your search; this step is not necessary if you selected “Is empty” or “Is not empty” in the Match Type
Click the [Add] button to add additional options to your search, or click the [Add and Go] button to run your search

Search Type: Select “Custom Fields” from the dropdown list
In Header select the Custom Field Category where the desired custom field was created
Select the Custom Field you want to use
Match Type: Choose what you consider a match for your search from the dropdown menu
Match Value: If “Is Equal To” or “Is empty or is not equal to” was selected for the Match Type, choose “Yes” or “No”
Click the [Add] button to add additional options to your search, or click the [Add and Go] button to run your search