Using the Advanced Search and Lists

Introduction to Advanced Search

The Advanced Search is a fantastic tool to use if you're seeking to pull data from specific criteria found on profiles. For example, you can pull a list of all individuals who have a specific Care Level selected on their profiles, or a list of all your Prospects with a physical address entered on their profile.

Here's how to get started:

  1. Click the Advanced Search icon in the top menu.
  2. If you have access to multiple communities in the system, you can narrow down your search to specific communities by using the checkboxes next to the community names. 
  3. Define your criteria by selecting from the drop downs. You'll notice the different Forms listed in the 1. Choose Form dropdown. These Forms correlate to the Forms you will find on a profile. For example, the General Information form is found on all profiles in the system: 
  4. In this example, I will be searching for every Prospect with a Salutation of "Mr.". Here is what my first Criteria Row will look like.

    Note: If you'd like to search for multiple values in the 3. Choose Values section, you can hold Ctrl (CMD on a Mac) + click the desired values you're seeking.

  5. Since we want to narrow down our search for Prospects only, we will need to add a new Criteria Row by clicking on the green +Add Criteria button. This will allow us to search for more criteria that profiles need to meet in order to be brought in this search.
  6. In order to search for Prospects, we will need to select the Default form. Take a look at all the Fields you can select when you have the Default form selected. This can be very powerful!
  7. Once you're satisfied with your search, you can click the blue Search button and the search will execute.
  8. Once the search completed, you will see all the results of profiles that have matched your search criteria. In this case, there appears to be 19 profiles who are Prospects with a Salutation of "Mr".
  9. From here, you can click directly on the profile names which will load the profile, you can save the list to run it at future dates, and you can also export this list to Excel. If you'd like to learn more about saving a list and the different options you can do with saved lists, please view our article HERE. If you'd like to learn more about exporting an advanced search, such as for direct mailers, please view our article HERE.
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