Doing "smart" searches

Do you have a favorite tip that you'd like to pass on to everyone else? What shortcut do you wish you had discovered your first week of using the program? Post it here! Share what you have learned!

Doing "smart" searches

Postby jmuehleisen » Sun Apr 23, 2006 5:55 am

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.
John Muehleisen
Mentoring Emerging Christian Leadership in Africa for Excellence / Integrity / Innovation
User avatar
jmuehleisen
Site Admin
 
Posts: 722
Joined: Sat May 29, 2004 1:28 pm
Location: Kampala, Uganda

Postby DaveJohnson » Tue Oct 02, 2007 3:06 pm

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!
DaveJohnson
 
Posts: 13
Joined: Wed Jan 10, 2007 4:24 am
Location: Addis Ababa, Ethiopia

Expanded search function

Postby Nibiri_Rubada » Mon Sep 08, 2008 7:44 pm

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.
Binilibu Bungiu.

(God bless you.)
User avatar
Nibiri_Rubada
 
Posts: 1
Joined: Mon Sep 08, 2008 7:34 pm
Location: Caribbean Island

Re: Doing "smart" searches

Postby Elwood » Sat Oct 17, 2009 7:38 am

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
Elwood
 
Posts: 1
Joined: Fri Oct 16, 2009 9:26 pm

Re: Doing "smart" searches

Postby Michael » Mon Nov 02, 2009 8:21 am

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.
Michael
 
Posts: 24
Joined: Sat Mar 17, 2007 3:53 am
Location: Tanzania

Re: Doing "smart" searches

Postby jmuehleisen » Mon Nov 02, 2009 9:25 am

Thanks for this information.

I'll include this in the next major update.
John Muehleisen
Mentoring Emerging Christian Leadership in Africa for Excellence / Integrity / Innovation
User avatar
jmuehleisen
Site Admin
 
Posts: 722
Joined: Sat May 29, 2004 1:28 pm
Location: Kampala, Uganda


Return to Favorite Tips from Users

Who is online

Users browsing this forum: No registered users and 0 guests

cron