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.
If you are already on another screen within the Contacts module, click the Contact list option.
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.
Searching and filtering member records
When you click on a number within the summary, a list of members with that membership level and membership status will appear.
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.
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