1

I discover the profiles, especially for the search results. Do these search profiles only work in advanced search? How do I change the look of a search on memberships, or contributions?

I have tried to create a search profile with a custom Contacts field and the Member Type field, but it does not appear in the Advanced Search Profiles drop-down list and the Membership search always displays the same result columns.

I looked at the pages of the manual but found nothing about it (https://docs.civicrm.org/user/fr/latest/organising-your-data/profiles/ and https://docs.civicrm.org/user/fr/latest/initial-set-up/customizing-the-user-interface/#personnalisation-des-ecrans-de-recherche)

Thank you in advance for your help.

2

The profiles are only used for contact searches. Advanced Search lets you select a profile but you can also change the default profile (Administer > Customize Data and Screens > Search Preferences > Default Contact Search Profile) and that will change the results displayed from a simple search.

There are other questions on here about customising the results of contribution and membership searches which may be helpful - but it's not as simple as creating a profile.

One of the exciting new developments is SearchKit which Coleman is leading. You can build your own search for Contacts and Contributions and configure what fields to show. See this video. Memberships are not supported yet but SearchKit is progressing rapidly.

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