How to search for a member record
The Member List consists of individual member records in your database. This topic describes several methods you can use to find a member's record in your database. You may also be interested in the following article: How to search for members by last name and display the results in order by first name.
- Click Member List:
- If necessary, select the organization from the Organization list.
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You can conduct three types of searches:
● A last name search. This type of search lets you locate a member by last name.
● A "fuzzy" search. This type of search allows you to locate a member by using multiple criteria, such as a street address, phone number, or email address, to name a few.
● An advanced search. This type of search lets you enter complex criteria, such as workgroup affiliation and membership status, to find a member.
To conduct a last name search:
- Type the last name of the member in the search field.
- Click
.
The member matching the last name you entered is displayed in the list.
OR
To conduct a "fuzzy" search:
- Click
to display the "fuzzy" search filters:
- Check the search criteria that apply, and then select the Close link
- Click
.
The member matching the criteria you selected is displayed in the Member List.
To conduct an advanced search:
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Click
to display the Filter setup window.
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Select and type the desired search criteria.
To save a filter criteria as your default selection, click .
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(optional) Click Advanced Options to display more filter options. Then, select the filter options you want to apply.
In the Address field, you can enter a street name only or the complete address, if you know it.
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(optional) Select Exact Search to search the database for exact matches to the filter criteria you select.
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Do one of the following:
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Click Apply or press Enter to process your filter selections. The list is updated based on your filter criteria.
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Click Clear to clear your entries from the filter setup.
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Click Cancel to exit the Filter setup window.
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