Advanced search - Members

Overview

You can search for members from either the Contacts tab or from the Members tab using a simple Keyword search or advanced search. Here we will look at advanced via the members tab.

A search from the Members tab only looks in the member records (see Contact Vs Member records) but not in other non-member contacts. To search across all contacts (including non-members, donors, event attendees etc.) you should go to the Contacts tab instead, see Advanced search - Contacts. Searches via the Contacts tab are a lot more powerful and give you more options, so it is generally a good idea to run all searches from there rather than from the Members tab.

Getting Started

Keyword search is a great way to quickly find a particular member. If you have a large database and want to find a group of Memberships by a particular set of attributes (so you can export or email them) then Advanced search is the way to go.

To get started go to the Members tab and click Advanced search:

Select Criteria Fields to Search By

You can search by just about any membership field (including all custom membership fields you create yourself and other system fields) except fields of type "picture".

Use the Add criteria link to bring the full list of available search fields and add as many as you want:

Match Option

The Match option defines whether ALL the search criteria should be met (a.k.a. AND boolean operator) or whether ANY of the search criteria should be met (a.k.a. OR boolean operator)

• Match ALL -  Use this option if you want all the search criteria conditions met e.g. To find all "active" members with a specific "renewal date" who "last logged in" last year
• Match ANY -  Use this option if you want any of the search criteria met e.g. Members in Level Gold OR in Level Silver



You can add the same search field criteria multiple times  e.g. say you want to find 3 unrelated members then you can add the "Email" search criteria 3 times with Match set to ANY

Searching specific types of fields

The type of each field determines how that field can be searched e.g. a radio button will only give you search options "IS / IS NOT", while a text field will give more search options like "CONTAINS" / "BEGINS WITH" etc.

Text / Multi-text fields

e.g. "email", "last name", "organization" - can be searched by:

• Contains / Does not contain:  will return records that contain / do not contain matching string
• Is / Is not: returns records that match / do not exact string
• Empty / Not Empty: returns records that are empty / not empty
• Begins with: returns records that start with the string
• Ends with: returns records that end with the string
• Any: does not filter by this field
  

Checkboxes

Search by:

• Any of selected: Returns records matching at least one of the selected choices
• All of selected: Only records that match all selected choices
• None of selected: Must not match any of the selected choices
• Any: Does not filter by this field 
  
  

Drop-downs / Radio Buttons

Can be searched by:

• Is / Is not: Returns records that match / do not match exactly
• Any: Does not filter by this field
  

Identifier

"User ID" can be searched:

• Is: Will only return the one membership that matches exactly, if any
• Any: Does not filter by this field
  

Date

e.g. "Last login date", "last renewal date" - Can be searched by:

• On or before
• On or After
• Is / Is not: 
• This month / Last Month / This Year / Last Year: Only memberships in that month / year are returned
• Any: Does not filter by this field  

See also

Saved searches - Members