How do I search for a constituent?

You can search for a constituent from any page in Bloomerang CRM.

At the top of any page, in the Search for Constituents box, enter constituent information. You can enter the constituent’s partial or full name, address, email address, or employer. Or, enter the exact account number.

Keep the default All filter to search many fields in the constituent record. To narrow your search, select a different filter.

To learn how constituent searches work in Bloomerang CRM, and for advanced tips, see Search.