The People Tab is used to:

• Search for Individuals
• View Recent Searches

• View Search Results

• View Individual and Household Information

To search for an individual by name:

1. Tap the Search Icon

2. Enter one or more letters of the first or last name or any combination there of

3. Tap Search or the Search icon on the key board

To Search by Additional Fields:

1. Tap Down Carrot next to Show Additional Fields

2. Information can be entered in one or more of the following fields:

   1. Name- (allows partial info to be used for search)

   2. Phone Number- (allows partial info to be used for search)

   3. Email- (allows partial info to be used for search)

   4. Date of Birth- (Requires full DOB)

3. If information is entered in multiple fields, only records that match ALL criteria are returned

4. Check “Include Inactive” to return records where the individual has a status from the Inactive Status Group

5. Check “Include Deceased” to return records where the individual has a status from the Deceased Status Group

If information is entered in multiple fields, then the Search Results are limited to records matching ALL criteria

Next Topic- View Individual Profile

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