Home → Campaign Manager → Contacts Search → Contacts Overview (for building lists)

4.4. Contacts Overview (for building lists)

 

Contacts can be used to search for records when Quick Search isn't enough.

Contacts is also your go-to for list building, here's how it works:

 

1. select Simple search criteria if any (ex: record type, zip)

2.  

   click Filters for additional criteria (ex: phone is known)

3.  

   click Add Filter Option in bottom-left to scroll through filters

4.  

   click Fetch Results and the list appears to the right

5.  

   see record count and adjust number of records per page if needed

6.  

   check the boxes to select records or select all in header 

7.  

   use small Actions button in header to print Call Sheets, Merge Records, or Mass Update (applies to selected records on current page only)

8.  

   use large Actions button in top-right to Add/Edit Columns, Export the list, send a Mass Email, etc. (applies to entire list, all pages)

9.  

   to save this list, type over the first date/time field and click green Save Filter button, notice the Saved Filters tab to open saved lists.

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Contacts will only list a donor record once. Contribution history and statistics can be filtered upon as well as added as columns in Contacts results.

Use Financial Search to build itemized contribution lists in which a donor could appear in the list several times with the data from their contribution records.