Finding the right people and organizations is vital. Therefore, we have robust search mechanisms built into TouchPoint.
The Search box in the header works like Google search. You enter some data and we search both People and Organizations to return any matching results.
We also have other options available from this search box:
Find Person page
Organization Search page
Search Builder- New Search- Last Search- Saved Searches- Recent Saved Searches
How Does Search Work?¶
As you begin to type, after two characters, a list will begin to populate with matches. Do not click Enter or Return. Select the one you want when it appears in the list.
It searches for the following:
- Last Name - all or partial
- Last Name, a comma and part or all of a First Name
- Partial First a space and Last Name
- First Name or Partial First Name
- A People ID #
- An Organization ID #
- If the ID # entered matches both a person and an Organization, both will be displayed.
You can search using a Maiden Name or an Alt Name just as you would a Last Name. Also, Chinese churches can search using Chinese characters in any of the name fields.
The list will be populated with as many as 6 different people matches and 4 different Organization matches. Organizations will be matched by the name of the org which contains the phrase you have typed in. Also, an Org Leader will be matched for the Organization, too.
If you do not see the person or Organization you are looking for by using the Search text box, you will want to use either People > Find or Organizations > Search / Manage where you can add more information to narrow your search.
This function requires that 2 characters (letters or numbers) be entered before it will begin to auto-populate. Therefore, to find people or organizations whose ID number consists of only 1 digit, you can enter a leading zero.
More about Alt Name¶
If you want the Alt Name to display along with the normal name in the results list add the Admin Setting ShowAltNameOnSearchResults and set the value as true.
If you want to search by part of the Alt Name with Chinese characters without always using the first character add the Admin Setting UseAltNameContains and set the value as true.
Alt Name for more about the Alt Name and searches.