Find Individual
Use Find Individual to search for Individuals already in your database. Individual information is stored in the database by the fields completed in the Add - Individual process. When using the Find – Individual form, you search for a desired Individual using information stored in the database via these fields. Search results viewed on the List – Individual page display in columns, and each column of search results corresponds to a data field. Only a limited, pre-defined set of columns pertaining to Individuals is available to you on the Find – Individual page.
Find Individual
- To search for Individuals already in your association's database, go to . The Find - Individual page opens.
- For a more specific search, click the Advanced View check box. Expanded Boolean search options appear for each search criteria field. Use these search options to narrow your search results further.
- Click Go. A list of search results displays in the List - Individual page. If only one result comes of the search, the profile page for that result opens.
Note: The more specific you make search criteria, the narrower your results will be. Searching for a Last Name beginning with "F" will return more results than searching for a Last Name beginning with "Full." Searching for all records with an Organization Name starting with a "T" will produce more results than searching for Organization Names starting with a "T" with a specific Source Code.
Find vs. Query
Most Finds and Queries in NetForum are run in CRM. The Find page is set up with a pre-defined set of columns (fields) versus a Query which allows you to select from any column in the search Table.
Tip: If you are not sure what you are looking for, use the NetForum wildcard character, the percent sign (%), to help you with your search. This is especially helpful when used in conjunction with the contains option on the Last Name field.