Every list in your CRM database is searchable.

While each list contains slightly different information, the searching functionality is common across all lists.

Community Data Solutions has worked with your organisation to tailor your database to your needs.  Each CRM database is different, but the underlying functionality is the same.  


Step 1. Log into your CRM database (refer to Logging On for further information).

Step 2. Find your List (e.g. Clients)

Clients List

Step 3. Enter Criteria in the search fields

Search Criteria

Step 4.  Click Search

Step 5.  Review the returned data.

Search Results

Tip: If your expected data is not returned, 
check your criteria, or click Clear to remove any 
Active Search criteria and start over.

Active Search

If the field you want to search on isn’t displayed, try using the Advanced Search Option.

Step 6.  Select the Advanced Search tab

Advanced Search tab

Additional Search fields are displayed

Advanced Search tab

Step 7. Enter criteria in the search fields

Advanced Criteria

Step 8. Click Search

Step 9. Review the returned data.

Advanced Search Results

Further information

For further information, refer to the following articles:

Updated on February 22, 2023

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