Main Search Editor Manager Administrator

Searching is a very important function in SMS. There are 2 different search boxes in SMS.

1. There is one on the sidebar (This field searches the following: first name, last name, address, city,email,business email and organization.)
2. There is a "search" option located on the navbar and a "Stakeholder Search" located in the Tools dropdown. Both of these options take you to the full blown search functionally. It is an And/Or type of search meaning you can combine multiple items together to refine your search.

The main search allows you to search on the following items:

• General Search - searches the following, first name, last name, address, city,email,business email and organization
• Type of Issue - Allow you to search by a type of issue
• Type of Stakeholder - Allows you to search by a type of stakeholder
• Mailings - Allows you to search by mailings
• Events - Allows yo to search based on events stakeholders have attended
• Suppression's - Allows yo to search based on suppression's assigned to stakeholders
• Stakeholder Tags - Allows you to search on stakeholder tags
• Start Date and End Date - Allows you to limit your search based on the date a stakeholder was added to SMS
• Show Archived Records - Stakeholder records can be archived and this option gives you the ability to show stakeholder records that have been archived

Results Editor Manager Administrator

The search results page shows you the stakeholders that have met your search query. The "Type" column identifies if the stakeholder is a person or a business. The "Name" column shows you the stakeholder name and the business name, if appliciable. The "Contacts" column shows you the total number of contacts that have been made and how many are open. The "Inquiries" column shows you the total number of inquiries that have been made and how many are open. The "Tools" column gives you the ability to "Add An Inquiry" or "Add a Contact" to a selected stakeholder.

If you click on the stakeholders name, you go the the stakeholder details page where you see the entire stakeholder record on one page.