Searching People

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19 comments

  • Avatar
    Lynn Jaime

    Hello,

    I would like to be able to select people on file based on if they have made any contributions or not.  Can you help me with this?  

    Thanks,

          Lynn

  • Avatar
    Sheley

    Hey Lynn - you can do this from the "contributions reports" area.  Go to More > Contributions > Reports.  Then select your date field and click on the little graph icon right below that and one of the charts you'll see is "givers vs non-givers grouped by family".  If you click on either of those bars on the bar graph you'll have a list generated.  Just note that the search is only looking at the date parameters that you gave.  For instance, if you only looked at the dates July 1 and after, anyone who gave before that and has not given since will appear as a "non-giver". 

  • Avatar
    chris

    is there a way to filter out notes with certain content? I.e. search notes that contain a date or key word? Not the notes that we make in the profile sections but rather the notes that are added at the left hand side of a profile. Thanks

  • Avatar
    Sheley

    Hey Chris - The notes section cannot be sorted/filtered.  Our recommendation is to use profile fields for notes instead of the one in the lefthand side if you want to be able to sort/filter messages.

    Alternatively you can export all the notes by going to More > Account Settings > Export > Notes.  Then they will export into an excel document from which you can sort. 

  • Avatar
    webmaster

    Which operator should I use to combine multiple search criteria within a single profile field? e.g. In LAST NAME field, search for people with last names beginning with...
    • The letters A - D?
    -OR-
    • The letters B, G, and T?

  • Avatar
    Emily W.

    Hi webmaster, 

     

    Great question! Currently at this time, you can only search last name field beginning with one letter at a time. You can also use 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".

  • Avatar
    Lauriee

    Hi

    I'd like to  know if there is a way to search for everyone added in the last six months (for example) without putting in new dates each time I search. Is there some way to do that automatically? That way when I save the search and reuse it, I don't have to change the dates each time but, rather, it automatically looks for anyone added in the six months before that date.

    thanks!.

  • Avatar
    Emily W.

    Hi Lauriee!

    Absolutely! You can use our custom save search for this. Here is a great resource that will be most helpful:

     Using Custom Saved Searches

    To search for added date, simply use the advanced search on the right of the People tab, scroll down to "Other" and then select the "Added Date". Then follow the steps in the custom saved search article to help you save your search.

    Happy Breezing!

     

  • Avatar
    ellen

    Can you tell me more about this keyboard shortcut, how to enter it and how to use it?

    1 You can jump immediately to this field using the keyboard shortcut "/".

  • Avatar
    Emily W.

    Hi Ellen!

    That shortcut simply allows you to jump to this field here:

    So that you can use the simple search to find a person, tag or event quickly. Select Dashboard  <  /  and you will notice that it will automatically allow you to start typing a name in that field. 

  • Avatar
    pastorj

    Can we search for everyone that has NOT attended an event in the past 6 months or even this calendar year? This would allow us to create a quick list of people who to be archived - making our check-in lists shorter and streamlining our processes

    Thanks - Jeff Jaco

  • Avatar
    Emily W.

    Hi Jeff! 

    Absolutely!

    To run this report simply navigate to Events<Select the event<View Details<Reports<Enter Criteria<Select Attendance<Missed<The Last<6weeks

    Here is a great resource that will be most helpful in generating attendance reports: Creating Attendance Reports

    Hope this is helpful! :) 

  • Avatar
    ellen

    How can I search for a part of an address?  re: Road or St

  • Avatar
    Emily W.

    Hi @ellen! 

    You can use the advanced search:

    1. Select the "People" tab from the top right.
    2. On the left, click "Show More Filter Options."
    3. Select the "Address" tab and enter the partial address.

  • Avatar
    cornerstone

    Is there a way to get a list of people who's birthday is blank?

  • Avatar
    peteceliberti

    In the above comment, cornerstone asked how to search for people with blank birthdays.  Emily W responded that an exclamation mark searches for everyone who has no data in this field.

    Sorry, but I don't see how to do this for a date field from the People ==> Show More Filter Options section. When searching a date field, you have 3 options - Range, Date and Relative.  None of these options give you a place to type an exclamation mark. They are all drop-down fields that don't allow you to type free-form.  I must be missing something.  Could you please clarify?

    Thank you!

    Pete Celiberti

  • Avatar
    emanno1

    I am also looking for a way to find people that do not have a birthday in the system.

     

    Thanks,

    Erik

  • Avatar
    Emily W.

    Hi All!

    My apologies! Please forgive me! :) You are most certainly correct. This is a GREAT observation! Happy to clarify!  There is no quick search of this information through this particular filter. The best way to get what you're looking for is to Export the information to Excel and sort the Birthdate Column to show you which blanks are empty. From there, you could Copy all of the Email addresses and Paste them in a compose window for Direct Email outside of Breeze. (You wont be able to paste all of these addresses at once from Excel into Breeze Email. However, you could type them in one by one).

    Additionally, Exporting People will be most helpful!

    I apologize for the misinformation and know that this may not be ideal, but I do hope the information is most helpful!

    Happy Breezing!

     

  • Avatar
    cornerstone

    Here is what I ended up doing.  Forgive I am still new at Breeze, but I will try to explain.   

    I created a tag called Birthdays and then created a smart task to move people into that tag by filtering on "any" for the month, date and year and then having them automatically moved to "Birthdays".  Once I did that I went to the people screen filter and under the "Tags" at the bottom I selected "does not contain" and then selected "birthdays" this left me with those who do not have a birthday.   I hope that makes sense.  

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