Find Gift History

Use Find Gift Historyto search for Gift Histories already in your database. Gift History information is stored in the database by the fields completed in the Add - Gift History process. When using the Find – Gift History form, you search for a desired Gift History using information stored in the database via these fields. Search results viewed on the List – Gift History page display in columns, and each column of search results corresponds to a data field. Only a limited, pre-defined set of columns pertaining to Gift Histories is available to you on the Find – Gift History page.

Find Gift History

  1. To search for Gift Histories already in your association's database, go to Modules>Fundraising>Gift History>Find Gift History. The Find - Gift History page opens.
  2. For a more specific search, click the Advanced View check box. Expanded Boolean search options appear for each search criteria field. Use these search options to narrow your search results further.
  3. Click Go. A list of search results displays in the List - Gift History page. If only one result comes of the search, the profile page for that result opens.

Note: The more specific you make search criteria, the narrower your results will be. Searching for a Sort Name beginning with "F" will return more results than searching for a Last Name beginning with "Full." Searching for all records with a Sort Namestarting with a "T" will produce more results than searching for Sort Namesstarting with a "T" with a specific Start Date.

Find vs. Query

Most Finds and Queries in netFORUM are run in CRM. The Find page is set up with a pre-defined set of columns (fields) versus a Query which allows you to select from any column in the search Table.

If you are not sure what you are looking for, use thenetFORUM wildcard character, the percent sign (%), to help you with your search. This is especially helpful when used in conjunction with the contains option on the Sort Name field.