Ability to search by Contact Info

We get bits and pieces of information from people who may already have a record, but certain office staff are unaware. It would be so helpful, beneficial, and time saving to be able to search records by an address, a phone number, or an email address. This was a functionality on a database we previously used and it came in handy weekly.

  • Rachel DeRosa
  • Dec 1 2021
  • Already exists
Constituents
  • Dec 2, 2021

    Admin response

    Hi there - you can do this today using the Magnifying Glass in the Navigation Bar

    Omnibar.PNG
    Attachments Open full size
  • Attach files
  • Tara Cain commented
    September 16, 2022 22:22

    City and state aren't searchable in the omnibar, but you can search on address details in web view using constituent lists.

    Attachments Open full size
  • Phillip Kinson commented
    May 18, 2022 19:28

    No you can't. If I name the city where we live, constituents cannot be searched by city. They can be searched by name, phone number, and email, but not by city or street.

    Attachments Open full size
  • Rachel DeRosa commented
    December 08, 2021 16:25

    Haha, well thank you! We we trying from Lists and the Directory section, not the Quick Search. Good to have this resource.

    Attachments Open full size

Related ideas