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How to Setup a Find

In CDM+ you can create a find or a search to look-up a single person or a group of people depending on your search criteria.

  1. From the Welcome to CDM+ window, click on any record window. 

  2. Next, click on Find from the left-hand side menu. You will then see "Find records where" text appear. Next to All Results, you can click on the drop-down box to see a list of fields you can use to search for data. 


    You can start typing a name of a field such as, "last name" or "donation date" to filter out your results. 

  3. After you select the field that you want to search for you will choose your qualifier.

    4. Lastly, enter in the information you are looking for and click on Find.

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