5d84d1f7f71721da5d1964c4c514cb622b94116d
[civicrm-core.git] / templates / CRM / Contact / Form / Search / Basic.hlp
1 {*
2 +--------------------------------------------------------------------+
3 | Copyright CiviCRM LLC. All rights reserved. |
4 | |
5 | This work is published under the GNU AGPLv3 license with some |
6 | permitted exceptions and without any warranty. For full license |
7 | and copyright information, see https://civicrm.org/licensing |
8 +--------------------------------------------------------------------+
9 *}
10 {htxt id="id-basic-criteria-title"}
11 {ts}Search{/ts}
12 {/htxt}
13 {htxt id="id-basic-criteria"}
14 {capture assign=amt}{500|crmMoney}{/capture}
15 <p>{ts}Find contacts by partial or full name or email, type of contact, group, and/or tag. You can then view or edit contact details, print a contact list, or use the <strong>- more actions -</strong> drop down list to assign tags, add contacts to groups, create smart groups, export contact data to a spreadsheet, and more.{/ts}</p>
16 <p>{ts 1=$amt}Click <strong>Advanced Search</strong> to search by address, demographics, custom fields, notes, and/or relationships. If you are using CiviContribute, CiviEvent or CiviMember - you can also search based on information stored by these components. For example - you can find all contacts who live in a specific city AND have contributed at least %1 within the past 6 months.{/ts}</p>
17 {/htxt}
18
19 {htxt id="id-smog-criteria-title"}
20 {ts}Group Search{/ts}
21 {/htxt}
22 {htxt id="id-smog-criteria"}
23 <p>{ts 1=$params.group_title}Contacts in the <strong>%1</strong> group are listed below.{/ts}
24 <ul>
25 <li>{ts}Use 'Find Contacts within this Group' to search for specific contacts.{/ts}</li>
26 <li>{ts}Use the 'Group Status...' checkboxes to view contacts with 'Pending' status and/or contacts who have been 'Removed' from this group.{/ts}</li>
27 </ul>
28 </p>
29 {/htxt}
30
31 {htxt id="id-amtg-criteria-title"}
32 {ts}Add to Group{/ts}
33 {/htxt}
34 {htxt id="id-amtg-criteria"}
35 {ts 1=$params.group_title}Use this Search form to find contacts. Mark the contacts you want to add to this group. Then click 'Add Contacts to %1'.{/ts}
36 {/htxt}
37
38 {htxt id="id-edit-smartGroup-title"}
39 {ts}Edit Smart Group{/ts}
40 {/htxt}
41 {htxt id="id-edit-smartGroup"}
42 {ts}Click this button if you want to view and or modify the search criteria used to define the members of this smart group.{/ts}
43 {/htxt}
44
45 {htxt id="id-add-to-smartGroup-title"}
46 {ts}Add to Smart Group{/ts}
47 {/htxt}
48 {htxt id="id-add-to-smartGroup"}
49 {ts}You can also add contacts to a smart group directly - regardless of whether they meet the smart group search criteria. For example, you might have a smart group for constituents who live in a certain locality, AND might have a few constituents who want to stay informed about events in that locality even though they no longer live there. Click this button to add contacts directly to this smart group.{/ts}
50 {/htxt}