Standard Individual Search

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Standard Individual Search

1.Select File - Search Individuals from the menu or click the drop-down arrow "Search" button on the toolbar and select "Search Individuals".
2.In the Results pane on the Individual Search screen, enter your search criteria into one or more of the available search fields.
2.1.To search by last name, enter criteria into the Last Name field.
2.2.To search by first name, enter criteria into the First Name field.
2.3.To search by employer, enter criteria into the Employer field.
2.4.To search by address city, select the address type from the drop-down list.  By default, all address types are searched.
2.5.To search by individual status, select a value from the Status drop-down list.  By default, all statuses are searched.
3.Select the Search Condition by clicking on the appropriate radio button option.
4.The Stay Open checkbox is unchecked be default.  This means that the search results will close when you open a result record.
4.1.If you want the search results to stay open when you open a results record, check the "Stay Open" checkbox and uncheck the "New Window" checkbox.
5.Click the "Search" button to initiate the search.
6.To open the individual record, double-click on the appropriate row in the Results pane.

 

You can clear the search results by clicking the "Clear Results" button.

 

To create a list from the search results, click the "View as List" button.

 

 

More Information

Search Conditions

Advanced Individual Search

Skillset Individual Search

Zip Code Radius Search

Attached Documents Search