Name/Address Inquiry

Overview

An important factor in the success of a CRM (Constituent Relationship Management) tool is the ability to quickly and easily locate information. The DDI-Connect system allows you to query on several different fields, and you can combine multiple fields to further refine your searches.

• From the DDI Connect main menu, double-click Name/Address

• Double-click Name/Address Inquiry. You will see this screen:

File:NA Inquiry 1.jpg

You have the following fields available to you on this screen:

Field	Description
PIN	If known, you can enter the constituent's account PIN
Tax ID	If known, you can enter the constituent's social security number/tax identification number
Name	The DDI Connect system utilizes the format of last name, first name, middle initial. Records will also be returned based on soundex logic (i.e., names that sound like the one you typed)
Acct type	Click the drop down list to select from the available account types in the system. Your choices are (C) - Church, (F) - Family, (I) - Individual or (O) - Organization
Zip code / thru	If known, you can enter a constituent's ZIP code. You can also enter a ZIP code range, to return all records having ZIP codes within that range
AI Codes	AI (Account Information) codes allow you to further classify similar records. For information on how to set up AI codes, please reference this page: AI Code Setup To search on one or more AI codes, either enter them in (separated by commas) or click the list icon to the right of the field to select from a list of available codes
City	Enter the city that you wish to search, if applicable
State	Enter the state that you wish to search, if applicable
Region	If your organization utilizes regions, you can search by those here. You can either enter a region or click the list icon to the right of the field to select from a list of available regions
Comm	If your organization utilizes communities, you can search by those here. You can either enter a community or click the list icon to the right of the field to select from a list of available communities

Click the Add'l button on the toolbar to display additional search fields:

Field	Description
Email	If known, you can enter a constituent's email address to locate their record
Created / thru	If you know a date (or date range) during which the constituent record was created, you can enter that here in a mm/dd/yyyy format
Alt ID	If your organization utilizes the Alternate ID option, you can enter that ID here to search for a constituent. For information on how to set up Alternate IDs, please reference this page: Alternate ID Type Setup
Age / thru	If you are searching for constituents falling into a specific age range, you can enter that search criteria here. If you enter just the age, without populating the thru, the system will return all records where the constituent is that age or older. Please note that the results will also include any constituent record where the age is blank. The opposite search also applies (entering just a "thru" age without entering a starting age)
Denominations	You can search by denominations by either typing in a denomination or clicking the list icon to the right of the field to select from a list of available denominations
Excl AIC	If you would like to filter records by excluding a particular AI code (or codes), type the code(s) here or click the list icon to the right of the field to select from a list of available AI codes

To return to the primary inquiry screen, click the Add'l button again.