Find Organizations
Use Find Organization to search for Organizations already in your database. Organization information is stored in the database by the fields completed in the Add - Organization process. When using the Find – Organization form, you search for a desired Organization using information stored in the database via these fields. Search results viewed on the List – Organization 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 Organizations is available to you on the Find – Organization page.
Find Organization
- To search for Organizations already in your association's database, go to Modules > CRM> Organizations > Find Organization. The Find - Organization page opens.
- 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.
- Click Go. A list of search results displays in the List - Organization 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 the results will be. Searching for an Organization Name beginning with "F" will return more results than searching for Organization Names beginning with "Full." Searching for all records with a Sort Name starting with a "T" will produce more results than searching for Sort Names starting with a "T" with a specific State.
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 Organization Name field.