Product: FindOmatic
Description: How to configure FindOmatic to search for non-constituent records
Environment: All
Version: All


Launch FindOmatic by quickly pressing the ALT key twice. Click the Settings link to open the settings window.

Select the option to Search for non-constituents, then select whether they should be promoted to full constituents when opening the records from the search results.

Ask to promote to a full constituent - this provides a prompt each time you select a non-constituent
Always promote to a full constituent - this automatically promotes non-constituents to full constituents when selected
Never promote to a full constituent - records selected will remain non-constituents

Click OK to save the settings.

For more information on FindOmatic, please download the User Guide for FindOmatic.