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Searching and filtering contact and member records

Everyone in your Wild Apricot database is a contact . A contact may be a member of your organization, but doesn't have to be. Instead, a contact could be a donor or event attendee without necessarily being a member.

You can search for members from the Members tab or the Contacts tab. From the Contacts tab, you can search for members, donors, event attendees, or any other kind of contact.

In both cases, you can perform a simple keyword search or an advanced search. Using an advanced search, you can combine multiple search criteria, and control whether any or all of the criteria needs to be met.

The advanced contact search provides more search options than the advanced member search. However, the advanced member search allows you to control the layout of the search results.

Searching and filtering contact records

To view a list of your contacts, click the  Contacts  tab.

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If you are already on another screen within the Contacts module, click the Contact list option.

From the contact list, you can search for a particular contact using a simple keyword search or click the Advanced search tab and perform an advanced search.

From the Simple search tab, you can also select from a list of predefined filters to quickly display event attendees, donors, or other types of contacts.

To view the details for a particular contact, click the name of the contact within the contact list.

You can save your advanced search criteria so you can quickly and easily perform the same search again in the future (Community plans and higher).

Searching and filtering member records

When you click the  Members  tab, a  summary of your membership database  appears, listing the number of members, broken down by  membership level  and  membership status .

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When you click on a number within the summary, a list of members with that membership level and membership status will appear.

You can search for members from either the Contacts tab or from the Members tab. You can search using a simple keyword search or click the Advanced search tab and perform an advanced search.

To view the details for a particular member, click the name of the member within the member list.

You can save your advanced search criteria so you can quickly and easily perform the same search again in the future.

You can control the layout of the search results – which fields are displayed and in what order – by selecting a layout before running a saved search. 

Next steps

Once you have your search results, you can:

  • view individual member or contact details
  • browse through matching member or contact records
  • export matching member or contact records
  • send an email to matching contact members

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Wild Apricot Inc. 144 Front Street West Suite 725, Toronto, Ontario, Canada M5J 2L7