Elemento de menú
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Descripción
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General lookup to search on any field in the Contact table.
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Exhibe el Grupo actual de contactos. También puedes alternar para mostrar todos los contactos. Puedes luego marcar o desmarcar manualmente contactos para formar un nuevo grupo.
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Busca contactos según su fase y otros criterios claves. Da como respuesta principalmente aquellos contactos cuya fase es No asignado, Nunca contactado, Pedir en el futuro, o Llamar para cita. (También compara los campos "Nunca pedir" y "Próxima petición".)
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Lookup PARTNER-Financial contacts based on their current status in fulfilling their pledge.
Leer más > Informe cumplimiento compromiso
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Busca contactos cuyas direcciones o números de teléfono no corresponden con los registros de la Organización (si la Organización soporta esto).
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Lookup contacts who are in a Saved Group.
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Lookup contacts who gave either during a certain time in the past (you choose start and end date) and/or a certain amount on a single gift. If you select both a time and amount, the lookup will return all contacts who gave any gift in that amount range during that time period.
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Puedes usar la caja Personalizar para escribir tus propias búsquedas personalizadas. Éstas pueden ser muy complicadas, sin embargo. He aquí los criterios, por ejemplo, para la búsqueda Por donativo que aparece arriba (todos donativos individuales de 50 a 100 entre las fechas 15/12/2000 y 15/12/2006):
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Forma un Grupo actual con un contacto: tú. Útil si quieres programar una tarea o registrar una historia para tu propio nombre, para imprimir un sobre desde una plantilla, o cualquier cosa que escojas.
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Forma un Grupo actual con un contacto: Aquel que actualmente has escogido del grupo existente.
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Lookup all contacts in your database. This is the default lookup when you open TntMPD. There is also a button on the button bar for this.
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By Field lookup with that field already selected. Note that the City and State lookups actually check the fields "Mailing City" and "Mailing State". The address that appears in the "Mailing Address" are from the address you selected as Preferred. The lookups will not check all cities for all contacts (that is, Home, Business or Other).
The Lookup dialog:
How the preferred address is displayed. You select the Preferred mailing address on address entry box. When you select a preferred address, that address will have a small black dot on the Address Tab to indicate which one is selected as preferred.
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Tres opciones:
Returns all contacts for whom Send Newsletter = TRUE.
| 2. | With Deliverable Mailing Addresses |
Returns all newsletter recipients with a deliverable mailing address.
| 3. | With Valid Preferred E-mail |
Returns all newsletter recipients who also have a preferred e-mail address.
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Búsqueda Por campo con el campo deseado ya seleccionado.
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By Field lookup with Referred By already selected. This lookup will only look at the primary referrer for each contact. To find contacts from a referrer who is not a primary referrer (or is both a primary and secondary referrer), choose the field “Referred By List” instead; then you will have to switch the criteria to “contains” and type the referrer’s name.
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