Important Notice: This article applies to the New ParishSOFT Platform. If your diocese hasn’t migrated yet, explore our knowledge base for relevant resources.

You can conduct three types of searches:

• A Name Search lets you locate a family by using their last name.
• A "Fuzzy" 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 lets you enter complex criteria, such as workgroup affiliation and membership status, to find a family.

Name Search:

1. 1. Type the last name of the family in the Search field.
   2. Click spyglass or hit Enter and the family matching the last name you entered will display in the list below.

"Fuzzy" Search:

1. Click down arrow to display the search criteria

2. Check the search criteria that apply, and then select the  link.
3. Click   spyglass or hit Enter and the families matching the criteria you selected will display in the list below.

To Conduct an Advanced Search:

1. Click filter icon to display the Filter window

2. Select and type in the desired search criteria. To save a filter criteria as your default selection, click the star icon
   • (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.

Updated February 20, 2025 16:57