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:
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 |
