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 view one or more contacts who share a common attribute...
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DonorWise Help
by
TntWare
on 16 Aug 2016
Filed under: contacts, lookups, contacts lookups, Lookups Successive Lookups, Lookups Create a Basic Lookup, Create a Basic Lookup
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 after you click OK. Add the contact to the current...
Posted to
DonorWise Help
by
TntWare
on 16 Aug 2016
Filed under: search contacts, lookups, Lookups Lookups vs. Search Contacts, Search Contacts Lookups vs. Search Contacts
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 This tutorial is designed to determine the number...
Posted to
DonorWise Help
by
TntWare
on 16 Aug 2016
Filed under: lookups, Lookups Create a Basic 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, we want to find all donors who have given at...
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 to doing the Lookup, select the <Sort> tab...