MemberLink® "Help" Window
Explanations -- Instructions -- Training
Here, you can create a search that will be applied when you contact users, or print information about users.
For example, if you are working with 10 organizations, this search will result in all users from those 10 organizations that match the criteria you select.
In all fields, you can search for more than one criteria by making a list separated by semi-colons. For example, in the City field, you could enter: Atlanta; Macon; Valparaiso.
Areacode: search all users in area code 404 and 706 by entering: 404; 706.
Permissions will show you only users who have the permissions you select here, such as Regular User, Administrator, Staff, etc.
In the States list, you check off which states you are using in the Search.
All fields are optional; you may fill in as many or as few of these as you like. For example, you may choose to see all users who live in Atlanta, Macon, Valparaiso and who are Staff.
Note: The Search you create is not done immediately; it is saved in a list and applied when you do an emailing or phoning, at a later date. Hence, you enter a name for the search so you can refer to it, later.
"CAA Product Help" from CAA Ministries at Support@CAAsoftware.com or 404-551-4230