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Advanced search – contacts

You can search for members from either the Contacts module or from the Members module using a simple keyword search or an advanced search. Using the advanced search, you can combine multiple search criteria, and control whether any or all of the criteria needs to be met. You can save your search criteria so you can perform the same search again in the future.

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The advanced search within the Contacts module provides more options than the advanced search within the Members module.

Initiating an advanced contact search

To initiate an advanced contact search, follow these steps:

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  1. Hover over the Contacts menu and select the List option.
  2. Click the Advanced search tab. 

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For Professional and Enterprise membership plans, the Advanced search page is displayed by default when you click the Contacts menu.

Assembling search criteria

Performing an advanced search involves assembling multiple search criteria.

To remove any of your search criteria, click Remove to the right of the criteria.

To assemble your search criteria, follow these steps:

  1. Select the search fields

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    The first step in assembling search criteria is to select the fields you want to search by. You can select search fields one at a time or all at once.

    To select search fields from the Advanced search page, click Add criteria.

    From the dialog that appears, select the field(s) you want to search by then click OK. You can select as many different search fields as you like.

    The search fields are divided into Contact relatedMembership relatedEvents related, and Donations related fields. The Contact related section includes all common fields (including those you created yourself), along with a number of system fields. The Membership related section includes all membership fields (including those you created yourself), along with a number of system fields. The other sections consist solely of system fields.

    You can search by each field except picture fields.

  2. Choose the search operators

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    The next step in assembling the search criteria is to choose a search operator. The search operator defines the relationship between the search field you just selected, and the search value you choose in the next step. 

    For example, do you want the search to include records with the search value or exclude them? If you chose City as your search field and Miami as the field value, the search operator can determine whether you want to find contacts living in Miami (or Miami Beach), or whether you want to find all contacts not living in Miami (not Miami Beach).

    To choose the search operator, click the operator drop-down and choose an operator. For example, if you are searching for Miami, and you want to include Miami Beach as well as Miami as a match, you'd pick Contains. If you just want to match Miami and not Miami Beach, you'd pick Is. To search for cities that are not Miami, choose Does not contain (to exclude Miami Beach as well) or Is not (to not exclude Miami Beach).

    Depending on the search field you choose, different combinations of the following operators may appear:

    Operator

    Field types

    A record is a match if its value for this field...

    Example

    Contains

    Text

    Includes the search value

    City contains Miami

    Does not contain

    Text

    Does not include the search value

    City does not contain Miami

    Is

    Text, dropdown, radio buttons

    Exactly matches the search value

    Member status is active

    Is not

    Text, dropdown, radio buttons

    Does not exactly match the search value

    Member status is not active

    Empty

    Text

    Is empty

    Email is empty

    Not empty

    Text

    Is not empty

    Email is not empty

    Begins with

    Text

    Begins with the search value

    Phone begins with 404

    Ends with

    Text

    Ends with the search value

    Email ends with .org

    Any of the selected

    Checkboxes

    Is any of the selected search values

    Is registered for any of the selected events

    All of the selected

    Checkboxes

    Includes all of the selected search values

    Is registered for all of the selected events

    None of the selected

    Checkboxes

    Not does include any of the selected search values

    Is registered for none of the selected events

    On or before

    Date

    Matches or precedes the search date

    Last login date is on or before March 31st, 2012

    On or after

    Date

    Matches or follows the search date

    Renewal date is on or after March 31st, 2012

    Any date

    Date

    Is any date

    Latest donation date not empty

    This month

    Date

    Occurs in the current month

    Latest donation took place this month

    This year

    Date

    Occurs in the current year

    Latest donation took place this year

    Last month

    Date

    Occurs in the previous month

    Latest donation took place last month

    Last year

    Date

    Occurs in the previous year

    Latest donation took place last year

    Great than or equal

    Count

    Is equal to or greater than the search value

    Event registrations count is greater than or equal to 1

    Less than or equal

    Count

    Is equal to or less than the search value

    Event registrations count is less than or equal to 1

    Equal to

    Count

    Is equal to the search value

    Event registrations count is 0

    Not equal to

    Count

    Is not equal to the search value

    Event registrations count is not 0

  3. Specify the search value(s)

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    The final step in assembling search criteria is to specify the value to be searched for. Depending on the search field, this may involve entering a word or phrase...

    ...or selecting one or more values.

  4. Decide on the matching operator (any vs. all)

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    After adding multiple search criteria, you must decide whether you want to match all the criteria or any of them. Click the Match drop-down and choose whether you want matching records to satisfy both criteria (All) or either criteria (Any).

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    For those familiar with boolean searches, All is equivalent to the boolean operator AND, and Any is equivalent to OR.

Executing the search

Once you have finished assembling your search criteria, click  Search  to perform the search.

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Matching records will be listed below.

Saving searches

If you want to save your search criteria so you can perform the same search again in the future, enter a name for the search then click  Save .

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To search using a saved search, select the search from the Select saved search drop-down or from the Saved searches page.

Next steps

Once you have your search results, you can:

On this page: 

See also:

 
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