Searching for Records

Basic Searching

To search only within a given entity, use the basic search function as follows:
  • Navigate to the entity where you wish to perform your search.
  • Below the command bar, click in the box marked "Search for records"
  • Enter your search criteria. You can enter an entire term or a partial term using the the asterisk (*) as a wildcard. 
  • Click on the magnifying lens beside the search box, or hit enter. 

Searching Across Entities

Users can search across several entities using the Search Entities function as follows:
  • Click on the magnifying glass on the top navigation bar. 
  • When the Search box appears, type in your search term(s).
  • By default, the system will search using your terms across Persons, Opportunities and Organizations. However, if desired, you can select a filter option to the left of the search box. 

Searching for Persons (Basic)
When searching for a Person, you can enter text in the Search box to find Persons with the search criteria present in any of the following fields:
  • Birthday
  • Email Address
  • Full Name
  • Home Phone
  • Last name
  • Prior Last Name
  • Social Security Number. 
A wild card character (*) can be used with the fields, with the exception of Birthday which requires the entire date. 
If you want to search by other criteria, you should use Advanced Find.

Advanced Find
Advanced Find provides a way for users to query various data fields by setting criteria using operators and "and/or" search conditions. To launch Advanced Find, click on the Advanced Find logo on the top menu.  For more information on Advanced Find, please review that section of the wiki.