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. 

1. At the top left of your CRM select the Search Numero box. This will open up a global search inquiry box. Input the first and last name of the donor you are trying to locate. 

2. 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: