This box at the top left corner of the Donor Manager screen lets you search through the customer data. The search is conducted as you type in.
Here is the example of items being searched through:
- Customer's name
- Pledge ID number (e.g. AB058139)
- Pledge Status (e.g. Active, Pending, Cancel)
- Customer's Title (e.g. Mr, Dr, Ms)
- Customer's Age (e.g. 27)
Without hitting Enter, only the data of the customers included in the Customer List pane is searched through. Customer List is narrowed down by Calendar originally, so you need to set the calendar properly before starting the search.
Another option to expand the Customer List is to hit Enter after adding a search term in the text box.
Let's assume that you set the calendar to show data for this week. As you start to type 'Molly', the customer data is searched and the pledge with 'Molly' on it is found. If there is no data with 'Molly' for this week, then the customer list becomes empty. When you hit Enter on your keyboard at this point, the entire database is searched through irrespective of the selection in the calendar. All the customers with 'Molly' somewhere in their name will be shown in the Customer List pane.
Tip: Utilise the total number of records shown at the top of the Customer List
When you hit Enter on your keyboard, the search term that you typed in becomes a filter and stays even after you delete the term in the search box. The search term which became a filter is shown just below the search text box.
When you want to conduct a search by using 2 terms (e.g. 'Molly' and 'Active'), search for the first term and hit Enter on your keyboard. Then, delete the first term from the search box and type in the second search term. Now, the search is narrowed down to show only the data with Molly as well as Active in the customer data.
To get rid of the filter, click on the 'Show Filters' just below the search box and press x beside the filter that you prefer to eliminate.
Tip: When you prefer to apply 2 filters, do not hit Enter after adding the second search term as it will remove the first filter. The scope of the search is expanded to the entire database every time you press Enter on your keyboard.