Session Lookups Related Help Topics Lookups Overview Tutorial: Create a Basic Lookup Successive Lookups Objective Understand the basics of contact Lookups Pre-requisites None What is a Lookup? When using the database, there will frequently be a need to...
Lookups Search Contacts Enable searching on any data field (more than 100 fields). Only search on 14 name and address fields. Requires exact matches Flexible: "Hernandez" will be found if "Hernnadez" is typed. Replace the current group...
The number of potential lookups is infinite, so it is difficult to teach all the nuances of Lookups. Trial and error is the best way to learn about Lookups. This tutorial is designed to acquaint with the basic components of a Lookup. Create a Basic Lookup...
Successive Lookups Multiple lookups can be run in succession to narrow down the results. For example, successive lookups could be written to find just donors, then among those donors who live in a certain city. Writing a Successive Lookup In this example...
Lookups generally display contacts in alphabetical order (that is, by the "File As" each contact is stored under). The sort order can be changed in two ways: 1. From within the Current Group, right-click and select from the options. 2. Prior...
What is a Lookup? When using the database, there will frequently be a need to view one or more contacts who share a common attribute. Here are some examples of contacts who may make up just a portion of the database: • Contacts who are donors (that...
Lookup Favorites Although most lookups will be used once and then not again, any Lookup can be saved as a favorite. Once a Lookup is added as a favorite, it will appear on the list in the menu. Menu Path: Lookup | Favorites | Add Current Lookup to Favorites...
Lookups Dialog Box Some lookups run immediately when selected from the menu. But most lookups bring up the Lookup Contacts dialog box so that the lookup criteria can be defined. Relationship to the Current Group When performing a lookup, the software...