Find Client

Use the Find function to search for records in the database. The criteria you use to filter the Find request is specific to the type of record you are searching.

To Find records, use the following steps:

  1. Use the navigation bar to open the Find page.
  2. For a more specific search, click the Advanced View check box. Expanded 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 page for the record type. If only one result comes of the search, the profile page for that result opens.
Tips:
  • The more specific you make search criteria, the narrower the results returned will be. A search for committees beginning with "F" returns more results than a search for committees beginning with "Full".

  • Most Finds and Queries in NetForum are run in CRM. The Find page is set up with a predefined set of columns (fields) versus a Query which allows you to select from any column in the table.

  • If you are not sure what you are looking for, use the NetForum 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 Name field.