Online Contact Management Software
Contact Database in Wild Apricot
Let’s look at the contact database.
The contact database is accessed via the Contacts tab. In a Wild Apricot, a contact is any person who you have an interaction with, including your members, prospective members, event attendees, donors and administrators.
The basic contact search is a very useful tool. It looks at everything in all the contact records and updates as you type so it can quickly bring up records that you’re looking for. For example, if I know there’s someone in my organization from Really Big Corp, I can start typing B-I-G and they will come up.
If on the other hand, I’m looking for someone whose name is Macintosh, I can start typing M-A-C and they will pop up.
For more sophisticated searches, there’s the advanced search. We can use this to search based on various criteria, and you can group multiple criteria together to get very specific. For now we’ll use it to search by a single piece of information, in this case everyone who has donated more than $40 to our organization. I can also save this search so I can quickly perform it again at any time. This is useful if you have searches you perform regularly. I’ll save this one as “Donated more than $40.”