Find Constituent
Use Find Constituentto search for Constituents already in your database. Constituent information is stored in the database by the fields completed in the Add - Constituent process. When using the Find – Fundraising Constituent form, you search for a desired Constituent using information stored in the database via these fields. Search results viewed on the List – Fundraising Constituent 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 Constituents is available to you on the Find – Fundraising Constituent page.
Find Fundraising Constituent
- To search for Constituents already in your association's database, go to . The Find - Fundraising Constituent 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 - Fundraising Constituent 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 Last Name beginning with "F" will return more results than searching for a Last Name beginning with "Full." Searching for all records with a Last Namestarting with a "T" will produce more results than searching for Last Namesstarting with a "T" with a specific Donor Category.
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 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 Last Name field.