In This Article:

    Searching for Constituent Records

    In This Article:


      1. From the main DonorPro screen, click in the Search Constituents box and type the name or part of the name of the desired constituent. When searching for a constituent name, there are various formats with which you can search on a constituent name. You can enter the name in any of the following formats: Last Name, First Name or First Name Last Name, Partial Last Name (with or without partial or full first name), Full Last Name, the more information you enter, the more specific your search results are going to be.

        Enter the desired search parameters and then select the Search button. Enter known search parameters, such as Last Name. If the entire name or spelling is not known, you may use the * as a wildcard. For example, if you are searching for a constituent whose last name begins with Br, then you could type Br* and all of the constituents whose last name begins with the letters Br will be returned.

        The Last, Maiden, or Organization Name search field automatically includes constituents whose maiden name matches the search criteria. All maiden names appear in the results as “(nee Maiden Name)”, as displayed in the image below. The First Name search field also searches for matching Nicknames. For instance, a search on “Bob” will return anyone with either a first name or a nickname of “Bob” or “Bobbie.”

        When searching for an organization, if you do not know the exact name, you may use the * along with at least one name within the entire organization name. For instance, if you were not certain as to how Burt’s Bike Shop was entered into DonorPro, you could type in any name in their full organization name along with the *, for instance *Bike, and any organization with Bike in their full name would return in the results.

        TIP: Use the Embed button when you want to keep the search window open. Using this button will allow you to switch back and forth between the search window and selecting different constituent records without having to perform a new search!

      2. Press the Enter Key on your keyboard. If only one constituent matches the entered information, the constituent explorer window will open to that record. If multiple records may be a match, the Constituent Search dialog box will open.

      NOTE: DonorPro has phonetic search capabilities. A Phonetic Search button is located to the
      right of the Search Constituents box on the toolbar. This button automatically inserts the “~” character before the name, which tells the database to do a phonetic search instead of a regular search.

      1. Alternately, you may also choose Manage from the menu and then Constituent. The Constituent Search window opens.

      2. Double click on the preferred constituent record or select the desired constituent and press the Enter key on your keyboard. The Constituent Explorer window opens to that record. If only one constituent matches the entered information, the constituent explorer window will open directly to that record. If multiple records may be a match, they will be listed in the lower section of the dialog box. Results are returned alphabetically by last name. NOTE: All columns in the Constituent Search box are able to be sorted. This includes Name, Address, Phone, Birth Date, Email and ID.

       

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