Organization Search Screen

Enter the name of the organization to find. You can enter an entire name or only the beginning letters. For example, if you enter “Sm”, all organizations that begin with Sm appear. Names are not case-sensitive, so you can enter Smith, smith, or SMITH to return organizations named Smith.

Enter the primary identifier used at your organization. You can enter the entire ID or only the beginning digits. For example, if you enter “1”, all lookup IDs that begin with the number 1 appear.

To find a subsidiary organization, enter the name of its parent organization.

To find a subsidiary organization, enter the lookup ID of its parent organization.

Select the country of the organization to find.

Enter the street address or post office box of the constituent to find, such as 7930 Baker Street. To search only by street name, use a wildcard character in place of the street number, such as “*Baker Street” or “%Baker Street”.

Enter the city or town of the constituent to find.

Select the state of the constituent to find.

Enter the Zip Code of the constituent to find.

Select the industry of the organization to find. such as Education or Healthcare.

To use search criteria exactly as entered, select this checkbox.

If you select this checkbox, wildcard characters do not work and instead return only the literal character. Similarly, beginning characters return only those characters entered.

When you click Show advanced search options, this checkbox appears. To include aliases from the Names tab of constituent records in your search, select this checkbox and enter the alias in the name fields.

When you click Show advanced search options, this checkbox appears. To include constituents merged from a duplicate constituent check, select this checkbox.

When you click Show advanced search options, this checkbox appears. To include alternate lookup IDs in your search, select this checkbox and enter the alternate lookup ID in the Lookup ID field.

When you click Show advanced search options, this checkbox appears. To include only the parent organizations in your search, select this checkbox and enter the primary address information in the address fields. When you select this checkbox, the search does not return organizations marked as the subsidiary of another organization.

When you click Show advanced search options, this checkbox appears. To include only the primary addresses from the Contact tab of the constituent records in your search, select this checkbox and enter the primary address information in the address fields.

When you click Show advanced search options, this checkbox appears. To include constituents marked as inactive in the search, select this checkbox.

When you click Show advanced search options, this checkbox appears. To return constituents with names that sound like the search criteria entered, select this checkbox. For example, if you select this checkbox and enter a name of “Smith”, the program includes constituents named “Smyth” in the results.

When you click Show advanced search options, this checkbox appears. To include only the organizations marked as the primary organization, such as a main office or headquarters, in your search, select this checkbox and enter the primary address information in the address fields.

When you click Search, this grid displays the constituents that match the search criteria entered. For searches that return more than 100 constituents, only the first 100 appear.