How to search for a family record
The Family List consists of records for families and individual members. This topic describes several methods you can use to find a family record in your database.
You can conduct three types of searches:
● A last name search. This type of search lets you locate a family by using their last name.
● A "fuzzy" search. This type of search allows you to locate a family 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 family.
- Click Family List.
- If necessary, select the organization from the Organization list.
- Do one of the following:
-
To conduct a last name search:
- Type the last name of the family in the Search field.
- Click
(Search button). The family matching the last name you entered is displayed in the list.
- To conduct a "fuzzy" search:
- Click
to display the search criteria:
- Click
-
- Check the search criteria that apply, and then select the Close link.
- Click
To conduct an advanced search:
-
Click
to display the Filter setup window.
-
Select and type the desired search criteria. To save a filter criteria as your default selection, click
.
-
(optional) Click Advanced Options to display more filter options. Then, complete the field for 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.
-
(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.
-
Click Clear to clear your entries from the filter setup.
-
Click Cancel to exit the Filter setup window.
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