New Search for Memberships

Learn more about our new and improved Search function

Mitch Colleran avatar
Written by Mitch Colleran
Updated over a week ago


One of the most important functions of your membership software is helping you navigate to the correct Membership record.

Our first version of Search was very basic: use the search query to do match/partial match on a few fields (Display Name, Email, and Membership ID).

Our latest version of search is a huge improvement: use the search query to do match/partial match on far more fields:

  • Display Name

  • Email

  • Membership ID

  • First Name

  • Last Name

  • Company

  • Phone Number

  • Street Address (use toggle to select "Address Search")

How We're Launching "New Search"

Currently, there are two places to 'search' your members table:

We're launching "New Search" for all queries that start on the Dashboard. Using this search box will take you to the "New Search" experience.

If you find that "New Search" isn't behaving in the way that you'd expect, we'd love to hear about it so that we can incorporate your feedback! And of course, that's why during this "rollout" period - we're allowing continued access to Legacy Search. So they'll be no disruption to anyone's operations.

Frequently Asked Questions

Will "Legacy Search" go away?

Yes, that's the plan! We're rolling out "New Search" to make sure it suits the needs of our organizations - and provides highly requested functionality increases. So as soon as we're confident that "New Search" satisfies all the current use cases of "Legacy Search", then we'll remove this feature.

Why doesn't the "New Search" ... ?

The Legacy Search was very simple in it's approach, which meant it was easy to describe and predict. But the downsides were that Legacy Search:

  • Legacy Search could only analyze a few fields (display name, email, and Membership ID) because of the simplistic 'match' we were using

  • Legacy Search was often slow to return results, and would overload the 'Memberships' collection with requests if multiple customers were searching at once.

  • Legacy Search wouldn't scale with our growth

So the New Search relies on a much more complex technology, instead of doing a simplistic match on text fields - it indexes and tokenizes the values of the different fields for easy scanning and retrieval. However, this introduces complications that we have to overcome from time-to-time.

If you're wondering why a Search result isn't returning what you're expecting, then please reach out to us to let us know!

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