Searching People

View People

  1. Select the "People" tab from the top left.
  2. Click the person from the list you wish to view.
You can also hover your mouse cursor over the image of a person to view basic contact information without needing to open their profile.

Simple Search

To perform a simple search:

  1. Select the "People" tab from the top left.
  2. Type the name of the person in the field on the left.
  3. The results will automatically display on the right
Another way to perform a simple search:
  1. Type the name of the person in the search box on the top.1
  2. Select the person's name from the list that drops down.2
1 You can jump immediately to this field using the keyboard shortcut "/".
2 The person can be selected using the mouse or the arrow keys and enter button.

Advanced Search

  1. Select the "People" tab from the top left.
  2. On the left, click "Show More Filter Options."
  3. Select all of the criteria you would like to filter by. Results will show up on the right.

For additional functionality, you can use the following characters for special text searches:

  • Asterisk (*) = Searches for everyone who has any data in this field.
  • Exclamation Mark (!) = Searches for everyone who has no data in this field.
  • Asterisk(*) + Text = Treats the asterisk as a wildcard. For instance, you could search for all people with a last name starting with "Sm" by searching the last name field for "Sm*"
  • Conversely, you could search for all people with a last name ending with "son" by searching the last name field for "*son". 
  • Surrounding Double Quotes = searches text field for that exact value (e.g. searching "ball" will only return ball, not basketball or softball).
  • A great way for you to check on a Status Field that is not yet assigned would be to check the "unassigned" checkbox to find who needs to be updated. This will show up as an option in the Profile Fields but is a Breeze option for searching for fields like Gender and Status. 
  • To sort your search results by zip code, you can Export to Excel and sort the results there.
  • To search for those with missing dates, you might find this article most helpful: Finding everyone in your account that does not have a date field filled out
  • When searching a date field you have three options to search by (Range, Date, Relative):
    • Range allows you to put in specific dates to search between. 
    • Date allows you to search a date field by a specific date, specific month or specific year. For example if you are looking for all the birthdays in March you would use Date and select the month of March, leaving the date and year selection as "Any". 
    • Relative allows you to search date fields for dates relative to the current day. For example if you had a field called depart for mission trip, and you collected the dates of when people are scheduled to depart for mission trips you could search for within the last 30 days to see all people who have left on trips in the last 30 days, or you could use within the next 90 days to search all the people leaving on trips in the next 90 days from the current date. 

 

Here is an example of searching for everyone in the database without an email address (using the "!") and then again with an email address (using the "*"):

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