2021 is coming to a close, so it's time for your books to do the same!

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With Searches, you can locate specific records to use in reports, communications, and extracts.

You can search for people or organizations with specific criteria in common, or you can edit your search results to handpick a list of individuals for mailing labels or a mass email.


Search criteria and results are limited to records the user has been granted access to in Add/Edit Users.