Advanced Search

Depending on the configuration of your CiviCRM Home page, you may have a Contact Search function on the home page, with a link to Advanced Search. Click that link or choose Find Contacts on the CiviCRM Home Page. There is a link to Advanced Search on the Find Contacts page.

Unless otherwise noted, filling out more than one field in the Advanced Search window will return results that match ALL items you enter or check. For example, searching on the name "Jones" and Zip Code "02134" will show only those contacts that match BOTH items.

You can enter any combination of letters for the search. The more exact the data you enter into the Search field, the better your results will be.

To search for an exact name or order of characters, type them in as usual, e.g.,. "Smith", "Hon21".
To search by first AND last name, use a comma, e.g., "Doe, Jane"
To search for variations on terms, you can include a "wildcard" symbol %, e.g., "Smi%" returns Smitz, Smith, Smironni, etc.
To search for two or more letters in a name that are not consecutive, separate them with a space, e.g., "S i h", "H 2". PLEASE NOTE: This method is the least preferred and sometimes will return inexact results, so use the other search methods listed above before using this method.

ADVANCED SEARCH will allow you to search a variety of fields:

Field Name	Function
Search Criteria:
Find...	This is just like the BASIC SEARCH box, where you can enter all or part of a name or email address.
Contact Type	You can choose one type or several types of contacts to include in your search. NOTE: Checking more than one type will act as an "OR" and return contacts with EITHER of the types checked.
Groups	Enter the name or names of GROUPS you'd like to include in your search. NOTE: Including more than one GROUP name will act as an "OR", returning contacts who are members of ANY of the listed groups.
Tags	Select the TAGS you'd like to include in your search. NOTE: Checking more than one TAG will act as an "OR" and return contacts that have ANY of the checked tags.
Privacy	Select the Privacy options you'd like to include in your search. NOTE: Selecting more than one option will act as an "AND" and return only contacts with ALL the privacy options you indicate.
Location:
Street Address	Enter in the address and any apartment or suite numbers
City, State/Province, Country.	Enter city name, state or province name and country
Postal Code	Allows you to enter either a single code or a code range, e.g., 94101 To 94119
Location Type	Check one or more to find all contacts with the selected location type
Location Name	Enter in location names you wish to include in your search
Activity History:
Activity Type	Type in the Activity Type you want to include in your search, e.g., Meeting, Phone Call, etc.
Activity Dates	Use the drop-down list to choose a range of dates. The results will include the dates you select, e.g., 12/31/2005 - 12/31/2006, will include Activities that occurred on the dates indicated and all dates in between.
Changelog:
Changed by	This search requires you to use the full OR partial name of the person who made the change, in (lastname)(comma)(firstname) form, such as Doe, John

Your results will be listed as Matches Found or you will be given the message No Matches Found.

You can also use Basic Search.

Advanced Search

Advanced Search

Search Criteria:

Location:

Activity History:

Changelog: