Search

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.  

 

Instructions

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 June 4, 2018

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