Breeze Search Logic

Using the Search Bar

The Quick Search bar at the top right of Breeze can search for the following:

  1. People

  2. Tags

  3. Events

Quick Facts

  • When searching, the maximum number of results is 8. 
    • Example: If searching for someone with the last name Smith, it will pull up the first 8 people alphabetically by first name. If the person you are looking for does not come up, try narrowing your search even further.
  • When searching for a specific Event, the Quick Search will only look 15 days into the future. 
    • Example: If you are searching on the 1st of May for an event on May 20th, the event will not populate in the search results as it is more than 15 days into the future.
  • When searching for a specific event, the Quick Search will also search 7 days into the past.

Searching in the People Section

When going to People>Show More Filter Options>Any Option Under Search Type, the logic changes slightly for how people are grouped together.

Example: When searching by Parents, families are grouped together. This will not sort in the full alphabetical list but rather will group families together that have different last names. It will group based on family role and then first name alphabetically.

Example: John Doe and Betty Smith are part of the same family. 

  • If John Doe is set as Head of Household and Betty Smith is set as Spouse, their grouping in the People section when searching by Parent/Family/etc. will be in D for Doe. 
  • If John Doe and Betty Smith have the same family role, however, their grouping in the People section, when searching by Parent/Family/etc. will be in S, as Betty's first name comes first in the alphabet.

Note: The Search Type logic will group family units by last name (using the logic of Family Role and then First Name alphabetically).

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Comments

6 comments
  • This article doesn't show much search logic at all. It shows a bit how results will be returned. I am trying to find out the logic like people search first name is "Richard" or "Bill". The email field is empty. Select all the children names if their parents have a certain tag or a field contains a string. Is there a list of syntax for the search logics or any example?

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  • @fondachang

    Hello! Thanks for taking a moment to reach out to us today. Based off of your comment, I believe you would find more information in this article: Searching People 

    This will give you more information about keystrokes and shortcuts that can be entered to get a specific response. Please let us know if there is anything else we can do to serve you! 

     

    Cheers, 

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  • Hello. I added this question to the "Searching People" page but I think it fits here better. I was wondering if this quick search section has had any updates or changes recently, say within the last month? I'm finding it quite difficult to use. I used to be able to put two or three letters of a persons first name, then space, then two or three letters of the last name, and I would receive accurate results. Now, I often don't get any results at all or the person I'm looking for doesn't show up. I'm searching for profiles of folks who I KNOW are in our system and who are not archived. Any help would be greatly appreciated. Thank you. Regina.

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  • Hi @rdonohue!

    I'm sorry you are experiencing this! I want to dig a little deeper about this with you, so I think this will be best handled if we continue our conversation by email :) 

    You will be hearing from me soon!

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  • Is there any way to search the events calendar further into the future? For example, I was trying to find all the weddings we have scheduled in 2021. Thank you.

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  • Hey @bookkeeper!

    This is a great question! If I'm hearing this correctly, yes, you can absolutely use the events calendar to look further in the future! If you navigate to "Events," and click on the right arrow to the left of "Today," then you can navigate through the upcoming months of this year to see when you have weddings scheduled! :) 

    I hope this helps!

    Blessings,

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