Instant Search - the fastest way to locate a constituent record.
Here's how it works: If you navigate to People>Search 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 Instant 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.
The technology that powers this search is quite advanced and lends itself to the unique way we here at Fireside21 manage customer accounts and data on the Hill. To view the Instant Search in action, take a minute to watch this video.
- 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 on the right side of the screen.