Wildcard Search
Users can use wildcard characters if users do not know all the search information. Each wildcard character serves a different function.
Personify allows a user to search in the software using four basic methods. These include the following:
- ; - The semicolon is used in personify as a break between name components.
The ; is used to break the name components when using the name search field.
- % - The percent sign is used as a wildcard for additional characters.
For example, if users know a constituent’s name starts with “Ge”, enter “Ge%” which will return all constituents with a portion of their name that starts with Ge (ex: Andrew George, George Williams; Anne Georgia Walk)
- _ - the underscore is used also as a wildcard for a single character
For example, searching for “Sm_th” would return Smith and Smyth, but not Smooth. The underscore is a wild cord for ONLY 1 character. (This can be very helpful when searching for batches.)
- [] – brackets allow users to find any character in a range [a-f] or a set [abcdef].
For example, searching for “[CK]ars[oe]n” would return Carson, Karsen, Carsen.
These can be used in various fields, however sometimes our day-to-day functions require us to include or not include certain pieces of information. This can include credentials, or address information etc.