People Search

Jump to Section:

Introduction

Selecting a Database

Customizing the People Search Page

Looking Up People

Voters and People Search Results

Adding a Quick Flag

Adding Non-Voters to the People Database

Person Details Page

Introduction

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The People Search module allows you to view the personal information for one or more individuals in the PDI Voter and/or People Database. This includes all voter information, communication (contact) history, and related activities recorded by your organization. This search tool may seem simple and straight-forward, however, you will quickly notice it is quite powerful and robust. This page also gives users the ability to apply flags to individuals, along with copy voters over to the people database, assigning activities, and adding donations to an individuals records. Clicking on the record of a voter or person will bring you to their Person Details page.

• The People Search page is accessed by clicking on the People section from the top navigation menu, and clicking the People Search button.

Selecting a Database

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Before beginning your search, it is best to set your search filter. This filter is selected in the Search Data Filter drop-down menu, which is located in the upper right corner of the page. Searches can be processed with the following filters:

• Voters Only – Searches are limited to individuals in the voter database within your account geography.
• My People Only – Searches are limited to individuals in your People Database.
• Voter and People – Searches both the Voter Database and People Database simultaneously. This option will display two separate grids below containing matched individuals. This search method can be used to help you avoid manually adding a person who already exists in the Voter or People Database.
• Volunteers Only – Searches are limited to individuals in your People Database identified as Volunteers.
• Donors Only – Searches are limited to individuals in your People Database identified as Donors.
• Members Only – Searches are limited to individuals who are members of an organization associated with your account.

Customizing the Individual People Search Page

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Setting a Default Search Option

The People Search page can be customized to search through a specific database upon accessing the page. This will allow to quickly search through the correct database if usually search through another database besides the default voters database. Note: This option is specific to your user and organization account.

1. Use the Search Data Filter drop-down menu to select the database you would like to use as the default search settings.
2. Click the Pin icon to set the selected item as your default.

Setting Search Result Categories

Once you have successfully executed your first search, you can then customize the elements that display in both the voter and people result boxes.

1. Execute a search.
2. Click on the Edit Grid Fields link.
3. In the Grid Fields to Display pop-up activate the checkboxes of the fields you would like to view.
4. In the Grid Fields to Display pop-up deactivate the checkboxes of the fields you would like to hide.
5. Click the Save button.

Looking Up People

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Using the default search options, you can use the First Name, Middle Initial, and Last Name text boxes to search for particular voters or people. Each section can be filled with as few characters as necessary, but the more characters provided will help narrow the scope of the search.

To conduct a more detailed search, click the Show Additional Search Options link. This will display 12 additional options below the default search criteria options. Just as before, you can search based on a single field such as last name or street name, along with any combination of fields such as precinct, geographical information, birth date, party preference, and phone number. Less specific search criteria will return a larger list of results, whereas more specific parameters will return a smaller set of results. Only fill out as many fields as users think are necessary to locate the desired person’s record. An overly specific search may prevent users from finding the targeted individual if one piece of the chosen criteria is not correct.

You can also search for a group of voters or people by using a previously saved universe, by using the Saved Universe drop-down menu. This is useful when users need to review a group of voters with common attributes not offered in the People Search page's other available search fields.

Once users have added in their search field parameters and clicked the Search button, depending on your selected database, this can produce up to two result boxes, Search Results of Voter Database and Search Results of Contact Database. If the search results yield any voters or people they will populate in the Search Results of Voter Database and Search Results of Contact Database boxes respectively. These boxes will display all voters or people that meet the criteria of the search parameters. If the selected parameters do not find any voters/people, the result boxes will be empty.

Voters and People Search Results

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The Voters and People Result Sections allow users to review the multiple matches to the search criteria, which allows users to find the specific voter/person. If users want to view more info about the individuals, such as party, precinct, age, etc. click the Edit Grid Fields link. To view the Flags associated with a voter's or person's record, scroll over the word Flags at the end of their row. This will display a pop-up that features a list of flags associated with voter/person record. This section can also be used to add activities to a voters/people, attribute donations to voters/people, and add voters to your people database. Clicking on the name of the voter/person will bring you to the Person Details page.

Assigning Activities

1. Click on the Calendar button of the individual who will be assigned the activity.
2. (Optional) Use the From and To text boxes to set the date range of activities you would like to view. Then click the Search button execute the search.
3. Activate the checkboxes of the activities you would like to assign.
4. Click the Assign button to assign the activity to the individual, or click the Assign and Notify button to assign the activity and notify the individual of their upcoming activity via text message.

Adding Donations

1. Click the Plus + icon in the row of the individual you would like to attribute with a donation.
2. Select the Donor Info tab and then click Add Transaction.
3. (Optional) Use the Transaction Type drop down menu to select the type of contribution you are recording.
4. (Optional) Use the Number text box to enter in the contribution number.
5. Click the Date text box to populate a calendar to select the date the contribution was received.
6. (Optional) Use the Method drop down menu to select the payment method the individual used to give the contribution.
7. Use the Amount text box to enter in the donation amount.
8. (Optional) Use the Account drop down menu to select the bank account the payment was deposited in.
9. (Optional) Use the Election drop down menu to select the election cycle the contribution was received.
10. (Optional) Use the Reporting Code drop down menu to attribute the correct reporting code to the contribution.
11. (Optional) Use the Budget Category drop down menu to select what the contribution will be used for.
12. (Optional) Use the Compliance Note text box to enter in extra compliance information about the contribution.
13. (Optional) Use the Internal Note text box to enter in extra information for your organization account about the contribution.
14. (Optional) Use the Check Note text box to enter in extra information about the check received for the contribution.
15. Click the Save button to save the transaction, or click Save and Add New to save the transaction and add an additional transaction.

Adding a Singular Voter to your People Database

1. Click the Green Addition button in the row of the voter you would like to add to the people database. Note this option only appear when searching through the voter database.

Adding all Voters to your People Database

1. Click the Copy Individuals Below to People Database link in the Voters Search Results header. This will copy all voters in the current page to your people database. Note this option only appear when searching through the voter database.

Adding a Quick Flag

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The People Search page also allows users to assign flags to the voters/people that populate in both the Voters/People Search Results section. It is recommended that users use the 'Data Entry' module for any major data entry for list that were produced in the 'Create List and Files' module. Attributing a quick flag is divided into two steps; you much first setup the quick flag you would like to attribute, and then attribute the flag to the voter / people records.

Setting Up Quick Flags

1. Click on the Setup Quick Flag link.
2. Use the Question drop-down menu to select the question you would like to associate with the quick flag.
3. Use the Select a ID Flag drop-down menu to select the flag you would like to attribute.
4. Click the Save button.

Setting Up a Simple Quick Flag

1. Click on the Setup Quick Flag link.
2. Activate the Use Simple Flags checkbox.
3. Use the Select a Flag ID drop-down menu to select the flag.
4. Click the Save button.

Setting Up a No Question Quick Flag

1. Click on the Setup Quick Flag link.
2. Activate the No Survey Question check box.
3. Use the Associate answer with drop-down menu to select the type of flag you are attributing.
3. Use the Specifically drop-down menu to 
3. Use the Category drop-down to
4. Use the Select a Flag ID drop-down menu to select the flag you are attributing.
5. Click the Save button.

Setting Up an Advanced Quick Flag

1. Click on the Setup Quick Flag link.
2. Click the Show Advanced Options link.
3. Use the Question drop-down menu to select the question you would like to associate with the quick flag.
4. Use the Select a ID Flag drop-down menu to select the flag you would like to attribute.
5. Use the Acquisition Type drop-down menu to select the acquisition type you would like to associate with the flag.
6. (Optional) Use the Canvasser drop-down menu to select the canvasser you would like to associate with the flag.
7. Use the Date text box to set the entry date for the flag.
8. Click the Save button.

Note: You can setup an Advanced Quick Flag without a question by activating the No Survey Question checkbox.

Attributing Quick Flags

Attributing quick flags is done in the Voters/People Search Results section on a person by person basis.

1. Activate the Gray Flag located to the left of the Voter's / Person's name.

Note: The flag will turn green once it has been successfully attributed.

Adding Non-Voters to the People Database

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Before you can add Non-Voters to your people database, the PDI requires that you do a search in the people database to ensure that the individual you would like to create is not already in your people database. Click here for information on adding voters to the people database from the Individual People Search page.

Adding a Non-Voter to the People Database

1. Run a search using any search type other than the Voters Only option.
2. Click the newly populated Add New Person button.
3. Use the newly populated Add New Individual pop-up menu to enter in the First name and Last name for the person.
4. (Optional) Click the Add New Volunteer link if you would like to the individual as a volunteer or the Add New Donor link if you wold like to add them as a donor.
5. (Optional) Complete any other empty fields for the person.
6. Click the Save button.

Person Details Page

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The Person Details page is accessed by clicking on the name of a voter or person in the search results. The Person Details page displays the complete record details for an individual voter/person. Users can click through the tabs to see all the details about this voter/person. You can also add voters to the people database by clicking the Copy to Person Database link. Click here to learn more about the Person Details page.