Important Notice: This article applies to the New ParishSOFT Platform. If your diocese hasn’t migrated yet, explore our knowledge base for relevant resources.
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.
In the Families module, navigate to Family Directory > Member List:
Three types of searches can be conducted:
● 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.
Last name search:
Type the last name of the member in the search field.
Click the magnifying glass icon to search .
The member matching the last name you entered is displayed in the list.
"Fuzzy" search:
Click to display the "fuzzy" search filters:
Check the search criteria that apply, and then select the Close link
Click the magnifying glass icon to search .
The member matching the criteria you selected is displayed in the Member List.
Advanced search:
Click the funnel icon, , to display the Filter setup window.
Select/type the desired search criteria:
To save a filter criteria as your default selection, click
Click Advanced Options to display more filter options. Then, select the filter options you want to apply:
Note: Select Exact Search to search the database for exact matches to the filter criteria you select.
Note: In the Address field, you can enter a street name only or the complete address, if you know it.
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