Donor searches are available at the donor grid. Click the Searches link above the donor grid to open or close the left pane where the list of available searches display by category. ‘General’ is the only category available at the donor grid.
The two predefined searches are:
•Active
•Donor Quick Select
Notice as you move the mouse over a search title in the list, Add and Replace buttons will display. The buttons allow you to add a new search or replace an existing search. All searches display at the top of the grid as a tile, which allows you to edit or remove the search.
When you click the Add button next to a search title, the search will be added to the search tiles already in place, or you will get a message if a tile for that search already exists. The ‘Donor Quick Select’ search allows you to set ‘parameters’ or indicate from a drop down list exactly what you want to search for.
Using the predefined Donor Quick Select search:
1. Click the ‘Searches’ link to open the left pane.
2. Move the mouse over the search ‘Donor Quick Select.’
3. Click the Add button, or click the search name.
4. A window will display that allows you to search by total donations, donation date, donation type, or campaign. You may search by all or a combination of fields, but you must enter at least one.
5. Click the Apply button. Notice that the Apply button will not display until at least one search criteria is entered.
6. At the top of the grid you will see a tile for ‘Donor Quick Select.’ In the screenshot below, the ‘Active’ tile was already in place, and the Donor Quick Select search was applied to that selection of donors.
7.
8. ‘And’ displays on the ‘Donor Quick Select’ tile. This indicates that the donors who now display on the grid are active donors, and also meet the search criteria entered on the ‘Donor Quick Select’ search. You may click this button to change to ‘or,’ ‘and not,’ or ‘or not.’ Changing the operator will change the records returned in the search.
9. If you wish to edit the ‘Donor Quick Select’ search, click the edit icon (the pencil) on the tile. This will display your original search. The search criteria may be changed, or you may add to the existing criteria.
10. Click Apply. The list of donors will update, depending on the new search criteria.
Using the Replace button
1. Move your mouse over the ‘Donor Quick Select’ search title, and click the Replace button.
2. A new ‘Donor Quick Select’ window will open.
3. Enter the search criteria.
4. Click Apply.
5. Notice that now the ‘Active’ tile has been removed, and only the ‘Donor Quick Select’ tile displays. When you select replace, you are replacing all search tiles currently in place with the new search.
To remove the existing search and reapply the ‘Active’ tile, click the X on the search tile, and click the Add button next to ‘Active’ or click the search name.
Some searches, like ‘Active,’ do not have parameters or search criteria that can be changed, even though there is an edit icon on the tile. When you click the edit icon, you will get the message: This search contains no parameters. Click Apply to invoke this search.
Searches with no parameters are applied by clicking the Add button.
To learn more about creating your own searches, go to Search.