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Finding Contacts

This guide explains how to search for contacts or members in CiviCRM.

1. Log in to the WordPress Admin Dashboard

First, Login to the WordPress Admin Dashboard.

2. Access CiviCRM

  • In the WordPress admin sidebar, click on CiviCRM to open the CiviCRM dashboard.

3. Search for Contacts or Members

  • Use the search box at the top of the CiviCRM dashboard to quickly find a contact by name or email.

    Quick Search

  1. Go to Contacts > Find Contacts or Advanced Search.
  2. Enter your search criteria (name, email, membership status, etc.).
  3. Click Search to view results.

Filter by Membership

  • In the search or advanced search, you can filter by membership type or status to find current, expired, or specific types of members.

4. View or Edit Contact Details

  • Click on a contact's name in the search results to view or edit their details, membership, or other information.

This process helps you quickly locate and manage individuals or members in your CiviCRM database.