What Lookups are Available?

The Lookup facility is the mechanism that allows you to search the Advance database to find records that match specific criteria.  You may enter search criteria used for lookups, select saved criteria or select a saved lookup, which contains saved criteria and a default format for output.

 

You can access the lookup facility by selecting Lookups, then using the Page Tree to select the application that contains the information you wish to look up.

 

Advance provides you with the ability to look up the following types of data:

 

Biographic Lookups

Activity Lookup

Address Lookup

Admissions Volunteer Lookup

Affiliations Lookup

Awards/Honors Lookup

Bank Cards Lookup

Birth & Death Lookup

Children Lookup

Comment Lookup

Committee Participation Lookup

Covering Account Lookup

Degrees Lookup

eContact Lookup

Email Lookup

Employment Lookup

Entity Lookup - Deleted

Entity Lookup - Person

Entity Lookup - Organization

Entity Record Type Lookup

Geo Code Lookup

ID Lookup

Interest Lookup

Mail Control Lookup

Mailing Lists Lookup

Marital Information Lookup

Matching Policy Lookup

Mentor Lookup

Name Lookup

Organizational Contact Lookup

Org Relationship Lookup

Payment Credit Lookup

Preference Lookup

Publication Lookup

Recruiter Lookup

Recruitment Lookup

Recruitment Entity Lookup

Recruitment Interest Lookup

Relationship Lookup

Restriction Lookup

Salutation Lookup

SIC Code Lookup

Special Handling Lookup

Sport Lookup

Student Activities Lookup

Telephone Lookup

Volunteer Activity Lookup

 

Event Lookups

Organizer Lookup

Fee Lookup

Payment Gift Lookup

Payment Registration Lookup

Invitation Lookup

Invitee Lookup

Registration Lookup

Participation Lookup

 

Gift Lookups

Acknowledgments (Gift) Lookup

Allocation Lookup

Allocation Beneficiaries Lookup

Allocation Financials Lookup

Allocation Stewardees Lookup

Appeals (Gift) Lookup

Appeals Header (Gift) Lookup

Club Memberships (Gift) Lookup

Codes (Gift) Lookup

Donor Summary Lookup

Gift Lookup

Giving Total Lookup

Matching Claim Lookup

Matching Gift Lookup

Matching Gift Acknowledgment Lookup

Matching Gift Codes Lookup

Pledge Lookup

Pledge Acknowledgment Lookup

Pledge Codes Lookup

Premium (Gift) Lookup

Segment Lookup

Tender Type Lookup

 

Prospect Tracking Lookups

Assignments Lookup

Beneficiaries Lookup

Bequests Lookup

Category Lookup

Contact Person Lookup

Contact Report Lookup

Contracts/Grants Lookup

Demographic Profile Lookup

Evaluations Lookup

Insurance Lookup

Interest Lookup

Life Income Lookup

Notes Lookup

Philanthropic Affinities Lookup

Philanthropic Interests Lookup

Program Prospect Lookup

Property Lookup

Proposal Lookup

Proposal Purpose Lookup

Prospect Lookup

Securities Lookup

Stewardship Lookup

Task Lookup

Trusts Lookup

Wealth and Assets Lookup

 

Membership Lookups

Acknowledgments (Membership) Lookup

Appeals (Membership) Lookup

Appeals Header (Membership) Lookup

Clubs (Membership) Lookup

Entity (Membership) Lookup

Membership Lookup

Premium (Membership) Lookup

Dues Payment

Dues Payment Ack

Dues Payment Club

Dues Payment Entity

 

Resource Lookups

Type

Assignment

Wait List

Resource Structure

Resource Event Structure

 

Miscellaneous Lookups

Documents Lookup

Donor Totals Lookup

Ticketing Points Lookup

Ticketing Ticket Lookup

Ticketing Parking Lookup