Searching by Name and Address

Searching for Constituents > A Quick Summary

Rules of Thumb:

• A phone number or email search is faster because it holds a unique form.
• A search by Name and Address is longer because it scans the entirety of the database, so the less information you input, the broader the search will be.

To start searching for a constituent, select the Constituent Management tab from the Dashboard, look for Search for a Constituent. Ideally you can also just click the Constituents icon (little orange dude) that rests on top.

The Constituent Search window will open up;

After you have entered the information, click the Search button. A list of possible matches will be displayed:

When the constituent you're looking for is listed, double-click their name to open their profile, where you can view and modify their details as needed.