The search bar in GiveSmart Donor CRM utilizes AI to learn how you like to search. The more you use it, the more in tune it becomes to your common use cases. It has elastic search functionality which allows it to pull suggested contacts or records even if the spelling is incorrect.
Searchable Fields
Contacts:
- First Name
- Last Name
- Salutation
- Contact Method Value
- Address 1
- City
- Postal Code
- Notes
Transactions:
- Gift Date
- Gift Amount
- Update At
- Assigned Contact First Name
- Assigned Contact Last Name
