How do I quickly search for a contact and all contact history?
If you want to quickly search for a contact, all of your interactions with that contact and all of the contributions that contact has made you want to use our global search function.
- At the top left of your CRM select the Search Numero box. This will open up a global search inquiry box. Input a known contact detail of the individual you wish to locate such as First and Last Name, Contact ID, Phone Number (eg. 12025551000), or email address.
- Select the contact, interaction, contribution or pledge you are looking for to pull it up in a new window.
- Once selected a new window will open with the contact, interaction, contribution or pledge details:
- Additionally, you can search your Contacts Tab for the first 25 individuals who fit the criteria through the top search:
