• Working with Individual Records
  • Navigating to the Individual Profile
  • Advance View Search
  • Finding Individuals
  • Individual Profile
  • Individual Profile Child Forms
  • The Customer ID Number
  • Help with Customer Setup
  • Adding an Individual Record
  • Editing Individual Profile Information
  • Deleting an Individual Record
  • Adding a Deceased Flag to an Individual Record
  • Adding a Primary Organization for a Contact
  • Adding a Note to a List of Individuals or Organizations
  • Adding an Individual's Contact Information to Outlook Contacts
  • Adding an Individual to a Committee from the Individual Profile
  • Adding the Individual Type to an Individual Profile
  • Adding the Record Source
  • Member Join Date
  • Merging Individual Records
  • Original Join Date
  • Updating an Individual List to Deceased Status
  • Uploading an Individual's Image
  • Uploading Customer Documents to the Server

Finding Individuals

The Find Individual page gives you the ability to search for an individual's record through a variety of fields and then navigate to a specific individual's profile page based on those search results.

View the Navigating to the Individual Profile Online Help topic for complete details on using this functionality.

Tip: Use Find if you need to obtain more granular results in your search by using the Advanced View check box or if you are uncertain of the exact individual or organization you are looking for. Super Search is beneficial if you know the exact name of the individual or organization you are trying to find so that you may quickly go straight to the profile page.