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Organizations and People - Search & Manage
Jamie Beliveau 12/10/2021 3:46:00 PM

Organizations and People has a variety of ways to search and find contacts in CharityEngine®.

Basic Filters

Every Search & Manage page has a set of filters to narrow a search. The filters under Organizations and People are as follows:

Advanced Filters

Search & Manage pages also have an Advanced Filter drop-down.

NOTE: The Quick Filter will refresh the page automatically when a filter is chosen. If you plan on using the Advanced Filters, input Advanced Filters information first to save yourself a click! Once Advanced Filters are chosen, change any one of the Quick Filters, and the page will refresh with both Advanced and Quick Filters considered.

General Tab

Note: To quickly pull a list of all contacts that you are the solicitor or owner of, use the 'My Contacts' filter. This filter will make it easy for major gift officers to locate all of their donors.

Address Tab

Map Tab

Attribution Tab

Advanced Tab

Report Builder

Once Advanced Filters are set, they can be saved for future use in the Report Builder (gear icon labeled below). You can also use Report Builder to make a custom exported report that includes only the fields you want to the report on. After saving your report, you can schedule it to be emailed out on an organized basis.

Active Filters

On the listing screens, a list of Active Filters will appear. Simply click on the X to the right of the filter in order to delete it and adjust the search criteria.

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