DonorWise
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Lookups Dialog Box

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Lookups Dialog Box

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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 needs to know how the results will impact the Current Group.

Replace the current group

Queries the entire database and displays a new group.

Lookup within the current group

Queries the current group and displays only those contacts that meet the criteria from the current group.

Add to the current group

Queries the entire database, but maintains the currently viewed group and combines the two lists.

Take away from the current group

Queries the current group and removes those contacts that meet the criteria chosen.

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Lookups Overview

Successive Lookups

Sort Order for Lookups

Lookup Favorites

 




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