Person Lookup

For all tasks which are focused around people (Create/update people, Credit volunteers with hours globally, Add/remove people from lists, and others), you have three options:

• Include the person’s 16-digit ID code in the Owner field. This will tell IFI to simply use and update that person without any further interaction.
• Leave the person’s Owner field blank, enable the “Person lookup” module, and provide some data with which IFI can search for the person. For each record, IFI will show you a list of people who match your criteria, and let you select one of them to be used. If the “People” module is enabled and sufficient data to create a new person is provided, IFI will also let you create a brand-new person here.
• Leave the person’s Owner field blank, or fill it with the ID code you want used for a new person, and check the box If a person does not exist, create a new one… in the “Module specific options” dialog. If you do this, IFI will create a new person every time it finds a record which does not refer to a valid person. This is great if you’re importing new people that you know are not already in your data, but dangerous since it can create a lot of duplicate people if they already exist.

If none of these apply, IFI will ignore that record and continue on to the next.

For these people-focused tasks, you should always enable the “Person lookup” module, and provide it as many fields as you have available. The more data you give it, the better a job it will do in finding the person in VSys, and in sorting the most likely prospects to the top.

These are the fields that the person lookup module can use. All of them refer to the current person.