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Filtering referral database searches by custom fields, and saving searches for later use

Finding the right service providers in your community for your callers and clients is an essential part of any helpline’s services. Two tools in particular aid that process within your referral database in iCarol. First, your searches can be filtered by a number of different factors, like geography, categorization, and the presence of a word or phrase in the resource record. In particular, now that you can add your own custom fields to resource records, you can also filter by those custom fields in your referral database searches. And with such a broad array of filtering options, you now can also save your searches in iCarol for later use. This means that once you’ve thought through a search scenario and set up your filters appropriately, you can save them. Later, when you want to execute the same search again, you can do so with just a couple of clicks.  


iCarol is your help line software company that is here to make your job easier as Executive Director or leader of a non-profit contact center. Whether you have a crisis, help or 211 referral line, we are here to help you help more people in your community. Read more…

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