Advanced Search - Contacts

Overview

Occasionally you may want to find certain contacts who match a specific criteria so you can either email or export just this selected group of people. To filter out the contacts you want, you simply need to perform a keyword search or an advanced search.

You can quickly find a specific contact using contact keyword search, see Contact list. However, to perform more complicated searches (i.e. all donors who donated a certain amount and also attended a specific event) you have to use advanced search.

Advanced search for contacts

From the Contacts tab click on Advanced Search:

From this screen you can add as many search criteria as needed using the Add criteria link:

The search criteria fields are divided into Contact related, Membership related, Events related, and Donations related.

These field lists include both system fields and your own custom fields.

Select as many desired search criteria as needed and click the [OK] button when done.

The field type determines the possible search options:

Text / Multi-text fields

i.e. "email", "lastname", "organization" - can be searched by:

• Contains / Does not contain:  will return memberships that contain / do not contain matching string
• Is / Is not: returns memberships that match / do not match exactly
• Empty / Not Empty: returns memberships that are empty / not empty
• Begins with: returns memberships that start with the string
• Ends with: returns memberships that end with the string
• Any: automatically returns all memberships i.e. all memberships will match 

Checkbox fields

Can be searched by:

• Any of selected: Returns memberships matching at least one of the selected choices
• All of selected: Only memberships that match exactly all selected choices
• None of selected: Must not match any of the selected choices
• Any: All memberships will match

Drop-down / Radio Button fields

Can be searched by:

• Is / Is not: Returns memberships that match / do not match exactly
• Any: All memberships will match

Identifier fields

"Member ID" can be searched:

• Is: Will only return the one membership that matches exactly, if any
• Any: All memberships will match

Date fields

i.e. "Earliest Donation Date", "Last login date", "last renewal date" - Can be searched by:

• On or before: Specify a date, otherwise all memberships will match if no date is specified
• On or After: All memberships will match if no date is specified
• Is / Is not: All memberships will match if no date is specified
• This month / Last Month / This Year / Last Year: Only memberships in that month / year are returned
• Any: All memberships will match

All vs. Any

The same field can even be added several times and you can use the option 'Match Any' to match any of the selected search criteria:

Or you can use the option 'Match All' to search for records matching all the search criteria. For example, to find all contacts who:

1. Opted to receive emails and
2. Belong to the Board member group and
3. Confirmed for at least one event and
4. Made a donation of at least $100

you can construct a query like this:

Once you have the list of results, you can:

• browse individual records
• export these records
• send an email to selected people
• save them for future use - see Saved searches - Contacts

See Also

• Advanced search - Members
• Searching and filtering contact and member records
• Saved searches - Contacts