Actions

After your search has been built, there are many actions you can take from your results. Options will change depending on the Entity selected.

Description

For example, you will have different “Action” options if you are searching for Contacts vs Contributions.

You must select one or more results of your search in order for more options under “Action” to be selectable. Otherwise, only “Download Spreadsheet” will display.

You can select individual results or click the dark gray box to select all results. Alternatively, click the dropdown arrow on the upper-left side of the search results listing to select all results, all results on the page, or no results, as shown in the following images:

Action Option Details

Refer to Search Result Actions for a description of the primary actions available based on the entity selected.