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” 

  1. Go to any option that requires a search (i.e. Communicate >> Send Email; People >> Search, etc.) 
  1. Module and Status, Communication and Group Filters select status(es) and option(s) to include 
  1. Click the [Add Search Criteria] button 
  1. Search Type: Select “Contact Information” from the dropdown list 
  1. 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 
  1. Choose to retrieve results that match “All”, “Any” or “None” of the fields you have selected 
  1. Click the [Add] button to add additional options to your search, or click the [Add and Go] button to run your search 
Updated on March 30, 2021

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