Searching

There are several places in ExceedFurther where you search for a name: from the search box at the top of the screen or from any place where you are adding new information, such as a gift or volunteer schedule, that requires you to first find a name.

When you are searching for a name to associate with a gift or other item, you type in a name, phone number, email address or other information and press enter. The search finds all matching households, organizations, people or couples that match the search. The search looks for a match in the name, organization name, street address, city, state, zip code, phone number, email address or ID # fields. These matches are displayed in a list for you to choose from.

If you need to find a name using a more complicated search, you can use the Search box at the top of the ExceedFurther screen, above the tabs. When you use this search box, ExceedFurther searches a wider range of information.  It then displays all records that match the words that you typed. The full list of fields it searches is shown below.

The search finds all items containing the characters that you typed. For example, if you search for "orr", it will find "Lorraine" and "Morristown", along with people with the last name "Orr." If you want to be more exact in your search, insert an equal sign in front of your search characters. For example, by typing "=orr", you will see only names or addresses that begin with Orr.

The following fields are included in the search:

1. Entity
   1. Household or organization name
   2. Household or organization ID#
   3. Sort key
   4. Type (Household or Organization)
   5. Primary contact name
2. Name
3. Person first, middle or last name
   1. Job title
   2. Tags
4. Address
   1. Street
   2. City
   3. State
   4. Zip code
   5. Country
   6. County
   7. Address type
5. Email address
   1. Email address
   2. Email type
6. Phone number
   1. Phone number
   2. Phone type
7. Notes 
   1. Notes
   2. Created by
   3. Created on date
8. Activity
   1. Type
   2. Date
   3. Action
   4. Owner
   5. Event
   6. Campaign
   7. Notes
9. Gift
   1. Type
   2. Date
   3. Amount
   4. Reason
   5. Notes
10. Relationship
    1. Type
    2. Notes
11. Member
    1. Member #
    2. Start date
    3. Level
    4. Status
12. Campaign prospects
    1. Campaign
    2. Stage
    3. Staff
    4. Ask Amount
    5. Notes
13. Volunteer
    1. Status
    2. Supervisor
    3. First contact date
    4. Total hours
    5. Notes
14. Grants
    1. Description
    2. Type
    3. Title
    4. Grant amount
    5. Grant date
    6. Status
15. Guest
    1. Arrival date
    2. Stay type
    3. Notes