Overview
Within Search & Reports, the Contact Record Data search criterion can be used to search on custom or standard data fields in your system. This article will discuss how to run a Contact Record Data Search.
Click here for an overview of using the search and reports tool.
How-To: Run a Contact Record Data Search
In the Search & Reports tab, select the Contact Record Data (everything else) option within the search criteria area. Then, use the Field drop-down menu to find the desired field. You can scroll down the list, or begin typing into the box provided to narrow down the results. Fields are listed by Display Name.
Please note: If the field you are looking for is not showing in the drop-down menu, make sure it is set as Searchable within Settings - Fields & Data - Fields. Click here for more information.
Contact Record Data Search Scenarios
Below are some examples of searches you could run using the contact record data type search.
-
Find current high school Applicants with an interest in soccer.
In this example, we add three search segments:
-
Admissions Status is currently Applicant (click here for more information on admissions status searches)
AND
-
Contact Record Data (everything else) - Field Athletic Interest is Soccer
AND
-
Contact Record Data (everything else) - Field Grade is 9th, 10th, 11th, or 12th
Please note: The field names in your Finalsite Enrollment site may be different from what is listed in the example above. Reference the Fields page and find the field you are currently using to collect athletic or extracurricular interests.
--
2. Find Current Applicants with an Application Submit Date after a certain date.
In this example, we add two search segments:
-
Admissions Status is currently Applicant (click here for more information on admissions status searches)
AND
-
Contact Record Data (everything else) - Field Application Submit Date is after [selected date].
This type of search can be useful for finding students who applied after a priority deadline. Once your search results come up, you can use the Edit menu to change the status for these students (e.g. to waitlisted or denied), send communications, or even add a note to their records.
Comments
0 comments
Please sign in to leave a comment.