Fundraising Campaign Search

Whenever you need to locate a Fundraising Campaign record for any purpose, such as editing the record, or creating an Activity for it, you will be presented with the following “Search Screen”:

In the example above, we have selected to search for campaigns with ANY dates, and no other criteria, so ALL our campaigns are listed. If we chose to, we could further limit the search by entering in text and selecting a field to filter by. After you have set your search criteria, you can click on the big SEARCH NOW button to refresh the query, and view the results.

When you ask for a text search, for example by Campaign Name, the program will attempt to find all product names that BEGIN with the text you have entered. For example, if you entered BL for your search text, the program would select:

BLACKBERRY

BLIMP

BLUEBERRY

BLUENOSE

You can use a wild card for broader text searches. The wild card character is the percent sign ( % ). If you put the wild card character IN FRONT of your search text, then the computer will find items that have the text you type ANYWHERE in the search field, not just at the beginning. For example, if you entered %AC for your search text, the program would select:

ACME BATTERIES

ACTION FIGURE

VACCUUM CLEANER

VALUE PACK

You can select a record either by clicking on the line item to highlight the row, then clicking on the THIS CAMPAIGN button, or you can simply double click on the “record selectors” on the left hand side of the list.

You can also control what is displayed in the search results, by selecting which fields you wish to see. Displayed fields will have GREEN buttons, and fields that are hidden will have PINK buttons.