Using the Search

Search - the fastest way to locate a constituent record.

Here's how it works: If you navigate to the magnifying glass in your Fireside CRM account, you will see one big search box. Just start typing, and results will populate immediately!

With each letter or number you add, the Search will refine the list until you've found the person in question. You can type part or all of a person's first name, last name, address, phone number, or email -- in any order -- to instantly narrow down your search results.

Searching Tips

• Email addresses are often the most unique identifier, so if you're having trouble finding a person with a common name, try typing their email into the search box.

• To avoid creating duplicate records, it is always important to thoroughly search for a constituent before adding a new record by clicking the "New Person" button.

• Try the shortest part of a name that you know (i.e., type "Dav" before trying "Dave" or "David", try "Frank Roosevelt" before "Frankie Roosevelt", etc.)
• Leave out the prefix (Mr., Mrs., etc.)
• Leave out the suffix the suffix (Jr., III, etc.).
• Avoid adding extra info (middle names, etc.) where there may not be a value
• Always type numbers with no formatting "2020000000", not [phone]or 202-000-0000
• Make sure to add a space between each word or "section".
• use asterisks as "wild cards" when you don't know a value to find extra results (Al**son will pull Allison and Alison and Alyson, whereas "Alison" will only pull exact matches to Alison).