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How do I search for Fundraising Asks?

  • Updated

To search for Fundraising Asks, go to the FUNDRAISING module > Searches.

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CREATING THE SEARCH

In Step 1: Pick Classification, select PEOPLE.

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In Step 2: Filter Entity, select your applicable search criteria and click the Next button at the bottom right of the screen.

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In Step 3: Search Fundraising, select the Fundraising Asks tab, check the box for ‘Fundraising Asks’, select your criteria, and click the Search button at the bottom right of the screen.

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MANAGING SEARCH RESULTS

On the search results screen, select the +/- COLUMNS button to access the Fundraising Asks column options. Check the box(es) you wish to add to your results. When checked, those columns will appear in your search results screen.

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On the search results screen, you can also select the SAVE button to save your search criteria and columns, as well as automate the distribution of your search results. (See: Saved Search Automation and Distribution.)

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The search results screen also allows you to select certain ACTIONS, view a heat MAP, pull a 360 REPORT, EMAIL and EXPORT your search results.

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  • ACTIONS = Edit custom fields and/or add a contact log for all records in the search results.
  • MAP = View all records from the search results in a heat map.
  • 360 REPORT = Create a 360 report with all records in the search results.
  • EMAIL = Send an email to all email addresses in your search results.
  • EXPORT = Export your search results to a separate file.