Locate Records

Records in Aegis CRM store information about donors and how they interact with your organization. Being able to locate and open records is critical for managing the data available in Aegis CRM. In addition to tracking donors you can also maintain information about vendors and volunteers as well as the funds, appeals, and events you use to further your mission.

Record Types

There are multiple record types that display specific information and the following table identifies some of the record types available in Aegis CRM.

Record Type	Description
Partner	Track the personal and demographic information about donors.
Transaction	Manage the donations and appeal responses made by donors.
Query	Use to identify information in the database quickly and accurately.
Fund	Track designations when donations are made for specific purposes.
Appeal	Monitor all forms of communication with donors.
Event	Manage all aspects of events hosted by your organization.
Vendor	Track information about the vendors that provide goods and services.
Inventory	Maintain the goods and materials used to further your mission.
Major Donors	Use for establishing and cultivating relationships with major donors.
Volunteer	Identify individuals who give their time to your organization.
Batch	Review and approve data that has been entered in to Aegis CRM using Rapid Entry.
Fulfillment	View the pending and prepared acknowledgements or orders.

Begin Your Search

To control duplication of records in your database, you should always search for a current record before adding a new one in Aegis CRM. Depending on the record type you want to locate, finding records is done in one of two ways.

Navigation Sub-Menus

Some modules on the Navigation menu have a sub-menu with tasks you can complete such as locating records. The table below identifies the record types and the Navigation menu options to choose for your search.

Record Type	Navigation Menu Button Sequence
Partner	Click Partners and then select Locate Partner.
Transaction	Click Partners and then select Locate Transaction.
Query	Click Queries and then select Locate Query.
Appeal	Click Appeals and then select Locate Appeal.
Event	Click Events and then select Locate Event.
Batch	Click Batching and then select Locate Batch.
Fulfillment	Click Fulfillment and then select Prepared Acks or Prepared Orders.

Once you complete the steps above for the record type, a locate page displays fields where you can enter information about the record you want to find.

Navigation Menu

When searching for fund, vendor, inventory, or volunteer records click the corresponding button on the Navigation menu to display fields where you enter criteria to locate the record.

Wildcard Search

You can use the % character to locate records when you only know part of the name or ID used as your search criteria. The following table identifies different ways to use the % character and includes a description of the results you will receive from your search.

% Character	Results
Search%	Displays records that begin with Search.
%Search	Displays records that end with Search.
%Search%	Displays records that contain Search in the name.
Sea%rch	Displays records that begin with Sea and ends in rch.

The wildcard search is useful if you are unsure of how to spell a donor’s name. Use Sm% in the Last Name field to include “Smith” and “Smyth” records in your results.