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Doing "smart" searches

PostPosted: Sun Apr 23, 2006 5:55 am
by jmuehleisen
There are several places in the Donor Manager where you can do searches. This normally searches in the "Sort Name" field.

So, you type the first few letters a last name, and the Donor Manager tries to find that name.

But, if you preface what you type with a period (.) (or any punctuation mark, actually), the search looks in ALL data fields of the Donor Manager.

This is great is you know someone'e email address (let's say because a message bounced), but you have no idea who "agreatemailaddress@juno.com" actually belongs to.

Just do a search for .agreatemail and you should find who you are looking for.

I use this feature a lot, and I think you will too.

PostPosted: Tue Oct 02, 2007 3:06 pm
by DaveJohnson
Oh my goodness!! I have been wishing for a way to do a search like this and I came here to ask about it, and just so happened to click on this "tips" board and here it is!

AWESOME!

Expanded search function

PostPosted: Mon Sep 08, 2008 7:44 pm
by Nibiri_Rubada
Well, John, I finally discovered the expanded search function. I have always been frustrated by not knowing I could do this.

This will be a real time saver when I want to track down bad e-mail addresses, or which church has which pastor, or whatever other detail.

I am glad to find this addressed in the Tips forum. Thanks.

Re: Doing "smart" searches

PostPosted: Sat Oct 17, 2009 7:38 am
by Elwood
Great setup. How about numbers, though. Can it find numbers, like phone numbers. I get my long distance phone bill and all the phone numbers have no names. I don't always remember to record donor contact by phone. :oops: It would be great if DM could find numbers as well.

Cheers, Elwood

Re: Doing "smart" searches

PostPosted: Mon Nov 02, 2009 8:21 am
by Michael
It seems to search for numbers in some fields, but not all. If I do a number search, it finds matching numbers in the Zip Code field, or the notes field, but not the Phone field.

Re: Doing "smart" searches

PostPosted: Mon Nov 02, 2009 9:25 am
by jmuehleisen
Thanks for this information.

I'll include this in the next major update.