Advanced search

Keyword search is a great way to quickly find a particular person. If you have a large database and want to find a group of contacts by a particular set of attributes (so that you can export or email them afterwards), Advanced search gives you a lot of power.

Start at the Members tab - it will open the Member list summary page - and click on Advanced search:

On this screen you can add as many search criteria as needed using the Add criteria link.

Select any number of the search criteria and click [OK] button:

For each field you add to your query you can specify the match criteria - according to each field type:

Text fields: search for a precise match or for those containing (or excluding) a particular string
Checkboxes: you can specify one or more checkboxes and whether a match should include all of the selected, any of the selected, or none of the selected checkboxes
Drop-downs: Specific selection (including "is" and "is not" conditions)
Option buttons: Specific selection (including "is" and "is not" conditions)
Date: Specific date or date ranges, including ranges such as "this week", "last year", etc.

You can add the same field several times and use option 'Match Any':

Or you can add multiple fields and use the option 'Match All'. For example, to find all members who are from New York, belong to a Manufacturing or Finance industry and have logged in on May 1, 2007 or later, you can construct a query like this:

When your query is ready, click on the [Search] button and the system will find all matching records. You can:

Click on a particular record to review or edit it - then use Back link to go back to your selection
Email all selected members
Export these records (and then for example, modify them all in Excel and import back to update as needed)
Save this search to quickly re-run it again - See Saved searches