Using Search Builder to find all contacts who might be linked to the same membership record

Using Search Builder to find all contacts who might be linked to the same membership record

When trying to find contacts who have memberships matching assorted criteria, you can use Search Builder to find contacts who are listed in the Member field, or the Member 2, 3, 4, 5, 6 or Billing Contact fields of their corresponding membership record. See screenshot below:



When you are setting the search criteria in Search Builder, there is a drop-down menu that allows you to tell Sumac which Member Contact field you want the criterion to consider. By default, it is set to "Member," but if you open that drop-down menu, you can set it to look at Member 2, 3, 4, etc., or the Billing Contact instead. For example, when trying to narrow in on any contacts who have Family Memberships, set a criterion that looks at the Member Contact, and create a duplicate criterion that looks at Member 2, another for Member 3, etc., then combine them with an OR connector.

This approach allows you to find all contacts who may be linked to a membership for a more complete final list.
    • Related Articles

    • Basic Concept of Searching in Sumac

      The Benefits of Effective Searching Sumac has powerful searching capabilities so you can find anything in your database; contacts, donation information, client and volunteer data, memberships, tickets, and more. This article covers basic searching ...
    • How-to Video: 5. Search Builder (5:59)

      This video shows you how to use Search Builder, Sumac's query tool, to build more complex searches that find the precise groups of contacts you need to find: Script:  https://sumac.com/assetswp/training-docs/Search%20Builder.pdf
    • My search options have disappeared

      Sumac has powerful searching capabilities so you can find anything in your database; contacts, donation information, client and volunteer data, memberships, tickets, everything! With the new simple search, you are able to search the records with the ...
    • Cleaning and Archiving Contacts - Virtual Instructor-led Training, April 23, 2021

      The video below shows a slightly older version of Sumac, In a recent release, we added a new Simple Search option which is not shown in the video. To expand the search options, click "Advanced Search" (see screenshot below): "Advanced Search" enables ...
    • Which Connector Should I use in Search Builder?

      Here’s a picture to help you understand the connector you need to use to find what you want. Example Criteria Suppose Criterion 1 is: Has a Beard Suppose Criterion 2 is: Wears Glasses Results Here are the results you will get for each connector: AND ...