Search for Constituents

A Standard Search is used when you want to locate a specific constituent or a limited set of constituents, and when you have a reasonable amount of information to use as your search criteria. This criteria can include the ID Number or partial name information, address information, email addresses, basic data information, education information, employment information, or attribute information, in any combination.

An Advanced Search is used to perform very broad-based searches based on relatively non-specific information. This form of searching utilizes the format and functionality of the Millennium Reporter, but does so from within the Profiles World.

You must have select permissions on the Basic Data, Name, and Address tables in order to perform all constituent searches, even if you do not use any field from these tables when performing your search. The system administrator determines what permissions your User ID will have when he or she sets up your user account. Refer to User Security for more information.

A listing of more than one constituent who matches search criteria that you specify is called a search results set. Once you have retrieved a search results set from the database, you can save it future use. If you choose to save a search results set, the system saves it to a data table that conforms to the standard layout for a generic worktable, Any saved search results set can be opened and displayed again from the Standard Search and Search Results pages. Saved search results sets can be used by the Millennium Reporter. And, any generic worktable that was saved when a report was run in the Millennium Reporter can be opened and displayed from the Standard Search and Search Results pages.

Important! Do not perform a search and then save the search results set when logged on as the system administrator.