Skip to content
Robert Spencer edited this page Jun 13, 2024 · 3 revisions

Search

ChurchCRM offers a powerful search capability to quickly locate data within your application.

Using Search

The top-left corner of the application provides a search bar capable of locating items from the following categories. There is also a keyboard shortcut ? to open the search box.

  • People
    • Searches by partial name
    • Groups
      • Searches by partial name
    • Payments/Pledges
      • ONLY users with access to financial data will see these results
      • Searches by Check number
      • Searches by value when search query is formatted as min-max; i.e. 100-500 will show all payments with a value between $100 and $500
    • Deposits
      • ONLY users with access to financial data will see these results
      • Searches by deposit comment
    • Families
      • Searches by partial family name
      • Searches by custom property values
    • Addresses
      • Searches families by partial address
    • Calendar Events
      • Searches events by title, description, and event text

Configuring Search

Many parameters are available in System Settings | Quick Search to tune search results provided.

Parameters here include a true/false value to specify whether results of a particular type should be included in results, as well as a Max value to limit the quantity of results of each type.

Clone this wiki locally