CMS People - Is there any way to search on a specific field, such as phone number, to find a person or household?

You can Browse on almost every field in the entire system!  Here's how... 

From CMS Membership, click Household/Persons and display the first family alphabetically. 

Click the Browse button (open book icon) at the top of the screen.

Scroll down and find the field you'd like to search on, i.e. Phone Number and click OK.

This will take everyone in your database and sort them by that field (all the "blanks" come first).  Scroll down until you find the phone number you were looking for and double click that phone number or person's name.  It will take you directly to that family!

 

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