Smart Search is a CiviCRM extension which greatly speeds up the task of identifying, creating, and updating single contact records.
This extension is still in early development and not yet ready for use or testing.
- You want to copy-paste someone’s entire email signature into a search field and get to their contact record with one click.
- You want to view a frequently-used contact record and get there with minimal keystrokes.
- You found the right contact in your search, but it’s missing some of the info you have. You want to quickly add the missing info to the contact before choosing it.
- If you can’t find a contact, you want to keep entering more info to search in several fields in parallel, so that even if some important fields have typos, you can still find the contact if it exists.
- You searched for someone and determined they’re not in the database. Now you’d like to use the text you already entered to create a new contact.
| Smart Search is for these cases | Smart Search is not for these cases |
|---|---|
| I have a single, specific, real-life person¹ in my mind, and I want to get to an updated contact record for this one person | I don’t have a specific real-life person¹ in-mind, but I have some criteria, and I’d like to find all the contacts which match this criteria. |
¹ or household or organization
Think of Smart Search as a very powerful contact chooser.