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Constituent Search by Name or Lookup ID (custom)

The custom constituent search list contains a number of columns not found in the standard default list. Below is the full list of columns; those available only in the custom list are in bold.

  • Lookup ID 
  • Deceased 
  • Name 
  • Spouse Name 
  • Primary Constituency 
  • Constituent Type 
  • Address 
  • City 
  • State 
  • ZIP 
  • Country 
  • Primary Business 
  • Email Address 
  • Middle Name 
  • Suffix 
  • Phone 
  • Prospect Manager 
  • Last Gift Date
  • Last Gift Amount 

Good to Know!

  • Primary Constituency shows the Smart Field of the same name.
  • Last Gift Date and Last Gift Amount show the Last Commitment Date and Last Commitment Amount Smart Fields.
  • This search list is optional for all affiliates; to replace any default constituent search list with this one, log a ticket in Mojo.
  • You can also include only some of the additional columns instead of all of them; specify this in your Mojo ticket.
  • You cannot modify the order of the columns.
  • There’s also a custom Individual Search by Name or Lookup ID that also has the additional fields.

How Do I?

 

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