The Search Tool is part of the Basic Toolkit. You must have the CDM+ Membership program to use it.
The Search Tool links directly to the CDM+ Membership program. This tool makes Address and Individual records stored in CDM+ accessible and searchable online. Search Tool users can retrieve information about members of a small group or all members in your database as determined by the administrator during set up.
Search Tool Setup
After creating a new Search Tool on the WMT website, you will be automatically directed to the tool's Options page. To re-enter this page at any time, click Options to the right of the tool.
In this window, you can:
- Change the name of the tool
- Limit the results of your Search Tool with custom filters
- Set up fields that will be searched
- Choose the fields to show in the results
Changing the name of your Search Tool
To change the name of a Search Tool, delete the old name and type in the new one in the box next to Tool Name at the top of the Options page.
Setting custom filters on your Search Tool
Filters limit or expand your search results. They give you the option of searching your entire membership database or only a small group of records.
Clicking on the Group menu displays all available group headings. After you select a group heading, the groups for that heading will appear in the box below.
For example, if you select Mailing Codes in the menu, the box below the menu will list groups such as "Local church members who receive mail," "Local non-members who receive mail," "Out-of-town members who receive mail," etc. But when you select Care Groups in the top menu, the box below will list names of names of care groups. To select more than one group, hold down the shift or command (Mac OS X)/control (Windows) keys while clicking on the groups.
NOTE: The group headings and groups you see here come directly from your CDM+ Master Coding System. Changes or additions to groups need to be made in CDM+.
The buttons to the right will select all or clear all of your selections. Note that by choosing Select All, you will be applying all groups under the selected group headings. This does NOT necessarily mean that you are allowing the tool to search everyone since some individuals might not be included in any of these groups. In order to search your entire database, the best option is to click Clear All, so that no filters will be applied, thus allowing the tool to search all records. If you add a new group in the Master Coding System, remember to include it on any tool that needs to show members of that group.
Filters are best used when creating a tool to be used by a specific group of people. For example, a tool that only publishes information about staff members, or a tool that only provides information related to people in a specific group or class. For more general-purpose tools you may to limit the results to active or living members. If your members are concerned about their information appearing online, consider creating a group for "online search" and add members to that group who indicate they want to be searchable online. See the documentation on Login Settings for more information on protecting sensitive data.
Setting up search fields
Under Custom Options, you can set up the fields you want to be searched and the fields you want the tool to show in its results.
First, select whether you want the tool to search address records or individual records in the menu.
Note: Changing the tool to display address or individual records will change the available groups under the filters.
Next, select the fields you want to be searched. This is the type of information that tool users will provide in order to find other information. The broadness of these options should vary according to the function you want the tool to do. For example, if you are building a tool to be used as a member directory, you might select last name, city, zip code, primary phone and care group. You probably would not want to select "address first line" because it is a very specific field and users are more likely to know the last name of someone and not the address, rather than the other way around.
Setting up results fields
You need to select the fields you want to show in your results. When someone uses the Search Tool, these are the bits of information the search will retrieve from your database. For example, a member directory might include last name, salutation, phone, Address line 1, address line 2, city, state and zip code.
To select a results field, click the field in the left column and drag it to the right column. If you change your mind, you can always drag it back to the left and it will not appear on the tool.
You also can control the order in which the information fields will display by clicking and dragging them into position within the right column. The numbers indicate the order in which they will appear in the tool from left to right.
Finally, you can customize the name of the field as it will appear in the results table on the tool. By default, the results fields will appear as column headings the way they are named in CDM+, but you may want to change the verbiage for use on the tool. All fields in the right column contain an input box where you can type the desired name.
Once you have made all changes to the Tool Name, Filters and Custom Options, click Save in the lower right corner.