Today, ULink search behaves much like a “Google-style” search box—great for quick lookups, but limiting when you need to find specific sets of records.
With Next-Level Search in ULink, we’re expanding search into multi-field search on every entity. That means staff can combine multiple criteria in a single screen to quickly find the exact records they need to work with.
What’s Changing
Instead of typing everything into one general search bar, you’ll be able to:
- Use multiple fields on each entity (e.g., member, employer, case, event, etc.)
- Combine criteria like status, dates, location, role, or custom attributes
- Build targeted sets of records for follow-up, reporting, exports, or bulk actions
In short: less guesswork, fewer workarounds, and much more control.
Why It Matters
For front-line staff:
- Faster access to the right records
- Fewer “I can’t find it” moments
- Less reliance on power users to run searches for them
For power users and admins:
- More flexibility when building complex queries
- Better repeatability for regular tasks (e.g., monthly outreach, renewals, cleanup)
- Cleaner, more consistent data because searches are less error-prone
Example Use Cases
With Next-Level Search, you can easily:
- Find all members in a specific region who joined in the last 6 months and belong to certain employers
- Pull target lists for campaigns or communications based on multiple conditions
- Identify cases or events that match specific dates, statuses, or categories
