Search

What this screen is for

The search box sits in the top bar of every screen. Press ⌘K on a Mac, iPhone or iPad, or Ctrl K everywhere else, to jump to it from anywhere. On a phone, tap the magnifying glass at the top. It looks across everything your organization keeps: people (by name, email, phone or an organization's contact person), households, campaigns and appeals, events, giving pages, peer-to-peer pages, grants, auctions, membership levels, open tasks, saved reports and dashboards, past board reports, documents by file name, gifts, monthly plans, pledges, journeys, meetings, emails, notes and imports.

Find a person

1. Press ⌘K or Ctrl K, or click the search box.
2. Type part of a name, an email or a phone number. Two characters are enough to start.
3. Pick the person from the list to open their record.

Find a gift by amount or date

1. Type an amount, such as "$500", to see gifts, pledges and monthly plans of that amount.
2. Type a day, such as "Oct 3", to see that day's gifts and meetings.
3. Type a name and the word "gift", such as "Rafael gift", to see that person's gifts.

See everything of one kind

1. Each group shows its first few results.
2. Click "See all" on a group to see up to fifty of that kind.

What Steward doesn't do here

Search only ever looks in your own organization. Deleted records do not show: a person who was deleted takes their gifts, plans, pledges, meetings, emails and notes out of search with them, and an archived journey is left out. A volunteer coordinator does not have search, because almost everything it finds carries giving. Searching never changes anything.