GlotPress

Target Contact Group

Target Contact Group

Determines whether your criteria are combined with AND statements, or combined with OR statements. For example, you may want to find all individuals who are in the Volunteers group AND who have a Volunteer Training activity recorded for them. In this case use the AND operator. If you need to find everyone who is in the Volunteers group OR has a Volunteer Training activity recorded, use the OR operator.

Determines whether your criteria are combined with AND statements, or combined with OR statements. For example, you may want to find all individuals who are in the Volunteers group AND who have a Volunteer Training activity recorded for them. In this case use the AND operator. If you need to find everyone who is in the Volunteers group OR has a Volunteer Training activity recorded, use the OR operator.

If you are displaying the search results as contacts, you can modify the columns displayed by creating a Profile containing a different set of contact fields and then selecting that Profile here. For example you may want to include columns for Gender and Date of Birth, while eliminating Country.

If you are displaying the search results as contacts, you can modify the columns displayed by creating a Profile containing a different set of contact fields and then selecting that Profile here. For example you may want to include columns for Gender and Date of Birth, while eliminating Country.

Advanced Search returns your results as Contact records by default. However, you may want to get another record type instead. For example, you may want to see all the Activity records which match your search criteria.

Advanced Search returns your results as Contact records by default. However, you may want to get another record type instead. For example, you may want to see all the Activity records which match your search criteria.

Results Display

Results Display

If you select multiple privacy options, your choices are combined with OR statements by default. EXAMPLE: If you select 'Do not phone' and 'Do not email', results will include contacts who have either or both preferences. If you want to return only contacts with both preferences, select the AND operator.

If you select multiple privacy options, your choices are combined with OR statements by default. EXAMPLE: If you select 'Do not phone' and 'Do not email', results will include contacts who have either or both preferences. If you want to return only contacts with both preferences, select the AND operator.

Multiple Privacy Options

Multiple Privacy Options

If you want to FIND (include) contacts with a particular privacy option set, then click the 'Include' radio button.

If you want to FIND (include) contacts with a particular privacy option set, then click the 'Include' radio button.

Contacts with any of the checked privacy options are EXCLUDED from your search results by default. EXAMPLE: If you select 'Do not phone', and search for contacts with an address in a specific city - then contacts in that city who have 'Do not phone' selected as a privacy option will be excluded from the search results.

Contacts with any of the checked privacy options are EXCLUDED from your search results by default. EXAMPLE: If you select 'Do not phone', and search for contacts with an address in a specific city - then contacts in that city who have 'Do not phone' selected as a privacy option will be excluded from the search results.

If you've changed search criteria for this 'smart group' and want to save your changes, select <strong>Group - update smart group</strong> from the '- more actions -' drop-down menu

If you've changed search criteria for this 'smart group' and want to save your changes, select <strong>Group - update smart group</strong> from the '- more actions -' drop-down menu

When multiple options are selected within a search field the selections are combined using <strong>OR</strong> criteria (e.g. selecting both 'Group A' and 'Group B' will find contacts who are either in 'Group A' OR 'Group B' or in both).</p>↵ <p>By default the different search fields are combined using the <strong>AND</strong> Search Operator (e.g. selecting Tag is 'Age' AND Country is 'Canada' returns only those contacts who meet both criteria). You can override the Search Operator default for combining different fields in the Search Settings.

When multiple options are selected within a search field the selections are combined using <strong>OR</strong> criteria (e.g. selecting both 'Group A' and 'Group B' will find contacts who are either in 'Group A' OR 'Group B' or in both).</p> <p>By default the different search fields are combined using the <strong>AND</strong> Search Operator (e.g. selecting Tag is 'Age' AND Country is 'Canada' returns only those contacts who meet both criteria). You can override the Search Operator default for combining different fields in the Search Settings.

Use <strong>&#37;</strong> wildcard(s) for partial matches. EXAMPLE: Enter 'Volunteer&#37;' as your Activity Type to match any activity whose type is 'Volunteer' + any other words (e.g. Volunteer for Open House).

Use <strong>&#37;</strong> wildcard(s) for partial matches. EXAMPLE: Enter 'Volunteer&#37;' as your Activity Type to match any activity whose type is 'Volunteer' + any other words (e.g. Volunteer for Open House).

Are you sure you want to delete this Relationship?

Are you sure you want to delete this Relationship?

Permission for <strong>%1</strong> to access information about <strong>%2</strong>

Permission for <strong>%1</strong> to access information about <strong>%2</strong>

selected contact(s)

selected contact(s)