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:
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select Simple search criteria if any (ex: record type, zip)
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click Filters for additional criteria (ex: phone is known)
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click Add Filter Option in bottom-left to scroll through filters
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click Fetch Results and the list appears to the right
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see record count and adjust number of records per page if needed
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check the boxes to select records or select all in header
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use small Actions button in header to print Call Sheets, Merge Records, or Mass Update (applies to selected records on current page only)
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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)
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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.
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.