Searching and filtering contact and member records

Contact record search

• Everyone in your Wild Apricot database is a contact, so from the Contacts tab you can find anyone you want (whether that person is member, non-member, event attendee, donor etc).
• To email or export a specific list of contacts you can filter out, keyword search or do an advanced search on the Contact database.
  • Advanced search - Contacts - Allows you to conduct more complicated searches
  • Saved searches - Contacts - An advanced search can be saved so you can quickly re-run the search at any time.
• Individual vs. Organization record - How Wild Apricot handles individual and organization records

Member record search

• Rather than working with the entire Contact list you also have the option to work with the member records only.
• From the Members tab you can quickly find and filter out the members you want.
• Member list summary - provides an overview of members by level, status and other parameters.
• Keyword search - Members - Quick and simple way to search through your member records. Just type a word or several words to filter out matching records.
• Advanced search - Members - Create more complicated member database search queries with multiple criteria.
  • Saved searches - Members - Save your advanced searches so you can reuse at anytime.
  • Custom reports layouts - Use in conjunction with your saved searches to customize and sort the search results list