Crimson Feature of the Month: People Search

The People Search feature in Crimson is a powerful way to quickly search and manage the contacts in your campaign’s database. Through this flexible search option, you can look up donors by identification numbers, fundraiser track number, employer, occupation, address, event or source code, club, giving aggregates, and many more options.

How to Maximize the People Search

There are two ways that you can use the People Search function in Crimson – the Quick Search tool or the Filtered Search. Both methods are found by clicking on Search under the People menu on the left-hand menu.

Quick Search

To use the Quick Search, simple type in the name or ID of the person you want to find in the blue search bar at the top of the page and click on the  button. The Quick Search is good to use for looking up PID, first and/or last names or organization names.Results for that name or ID will then be displayed.

Detailed Filtered Search

The Detailed Filtered Search is the best way to find either a particular record or a group of records. It is helpful in producing call lists, mailing lists, email lists, and much more. Below are helpful tips regarding the Filtered Search options.1. You can enter search criteria based on any combination of options.

• Search with partial information. For example, search for part of a first and last name by using the Starts with option from each field’s drop down menu.

• By changing Starts with to Contains you can search for a string of characters anywhere in the field. For example, if you were looking for a PAC record with “Health” in the name somewhere, the Contains search option would allow a search anywhere in the Last Name.

• Enter criteria in the Suppression section to exclude records from a search. For example, enter Flag  “In List Of” “DNM, DNC” (common for Do Not Mail or Do Not Call) to exclude records with those flags from the results.

• Checking the OR box suppresses records if criteria entered in any of the fields applies. If this box is not checked, records will only be suppressed if the criteria in all of the fields apply.

• Search for records based on dollar amounts in the Giving Summary and Gift sections. This includes options to search for amounts that are equal to, greater than or equal to, less than or equal to, not equal to, or between ranges.

2. Once selection criteria have been entered, click the blue  button in the bottom right corner of the page.3. A count of records returned will appear in the bottom left of the screen .4.  The following are the options available for the results:

• Export – This option allows you to export the results to Excel.
• Mass Append – This opens a new window with options available to mass append Flags, Keywords, Notes, Tasks, or Events to your results.
• Print – This creates Full Profile Call Sheets for each result.
• Print Summary – This creates a summary report of all results.

5. You can also follow these tips to help with your People Search results:

• Clicking on the column header, like “Last”, to sort results on that column.

• Any record in the list can be opened by double clicking on it or clicking the green  button.

• At any time clicking the red   button at the bottom right corner of the screen will clear all of your selection criteria and allow you to start a new Search.

• Reset buttons  within each section will clear only the selection criteria for that section.