Searching
Regular Expressions (RegEx) Searching in Maxx
Regular Expressions (RegEx) are a very flexible and powerful set of search parameters that allow you to search for partial strings, missing digits, and comparisons. In the 16.2 release, we have implemented Regular Expressions into all of our numeric search fields, so you can perform very detailed searches in all your numeric fields! To activate…
Strategic Change History and Data Searches for Individuals
Keeping data clean is critical. Here are some popular searches and data tools to identify potential issues in individual data. For organization data, see the related article. Duplicate or Missing Email Addresses Staff should make it a recurring task to periodically check the duplicate email report: Contacts -> Reports -> ‘Individuals with the same Email…
Saving Searches and Exports in MatrixMaxx
With the release of MatrixMaxx 17.3 Maxx users have the ‘Search Saver’ ability to save Advanced Searches and Exports. How to Save Searches and Exports You will notice that after running an Advanced Search that you will see a new button on the results screen beside the existing “Revise Search” button called “Save Search”. To…
MatrixMaxx 17.3 went live September 28, 2017 (Search Saver and Bulk Stamper)
Fall 2017 is here, and so is the latest release of MatrixMaxx. MatrixMaxx 17.3! For a guided walk-through of the release be sure to watch the recording of our free Overview Session which occurred on Monday, October 2, 2017, 11am Eastern time on WebEx. Enhancements in MatrixMaxx 17.3 include … Search Saver. The ability to Save your Searches and…
Tracking Membership Conversions using parameterized URLs and the marketing code source field
Generating interest in your organization, and converting new members, is a top priority for any association or professional society. Getting visitors to your site is the first step, and when they join or renew as a member you want to know which marketing campaign was successful. You can easily track these conversion sources by using…