Searching
How-to guides on searching via Charity CRM.
By Cristiana1 author7 articles
- Advanced SearchingIn this article, we explain how to use Advanced searching in Access Charity CRM.
- Change a saved searchFollow these steps to exclude contacts that meet certain criteria when loading a saved search to a mailing.
- Edit an existing saved searchLearn how to update an existing saved search by modifying its criteria and overwriting the original saved version.
- Delete saved searchesThis article explains how to delete saved searches and details any potential risks involved.
- Find the criteria behind a saved searchCheck which filters and criteria have been applied to your saved search on a form.
- Search for contacts within a radiusFollow these steps to perform a radius search.
- Save a searchLearn how to save your search criteria in the contact form so you can quickly run the same search again later.