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.
Doing "smart" searches
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- Site Admin
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Doing "smart" searches
John Muehleisen
Mentoring Emerging Christian Leadership in Africa for Excellence / Integrity / Innovation
Mentoring Emerging Christian Leadership in Africa for Excellence / Integrity / Innovation
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- Nibiri_Rubada
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Expanded search function
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.
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.)
(God bless you.)
Re: Doing "smart" searches
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. It would be great if DM could find numbers as well.
Cheers, Elwood
Cheers, Elwood
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Re: Doing "smart" searches
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.
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- Site Admin
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Re: Doing "smart" searches
Thanks for this information.
I'll include this in the next major update.
I'll include this in the next major update.
John Muehleisen
Mentoring Emerging Christian Leadership in Africa for Excellence / Integrity / Innovation
Mentoring Emerging Christian Leadership in Africa for Excellence / Integrity / Innovation