Searching and Filtering Constituent Records

In Donoirfy there are a number of ways that you can quickly and easily locate the constituent profile that you are looking for. This article explains the types of searches available:

Types of Search

Quick Search

The quick search is always visible in Donorfy, at the top.

When you enter a search term in there and hit Enter (or click the magnifying glass), Donorfy will search across Constituents, Opportunities and Campaigns. The search results will then be displayed in a List format.

NOTE: the maximum number of search results returned in the main search by this method is 75.

 

 

 

Main Search

The main search option is located under the Constituents navigation:

When you use the Constituent search, the results are unlimited, but based on Constituents only.

 

Opportunity search

This is visible in the Opportunities section. You can search on the Description and the Opportunity Type. 

 

Campaigns Search

The campaign search bar allows you to quickly search for the campaign that you are looking for by name. 

mceclip5.png

 

How to search

Type in the words you want to search for, if you enter 2 or more words records matching all the words will be returned - sorting by closest match can help you find what you want if your search returns lots of matches.

mceclip0.png

mceclip1.png

 

If you want to find records containing any of the words you enter use OR e.g. Frank OR Smith.
To find everything starting with a certain letter/s use a wildcard search - *  e.g. Sm*,
Use NOT to exclude a word e.g. Smith NOT Frank
You can build more complex searches using brackets e.g.(Frank Smith) OR (Jane Brown).

 

Filtering the results

Some searches give you the option to further filter the results, tick the button that you would like to apply to filter your search results:

Main search filters Opportunity search filters Campaign search filters
mceclip2.png mceclip3.png mceclip4.png

 

Have more questions? Submit a request

Comments

Powered by Zendesk