Individual Search

Overview

The Individual Search feature offers powerful search capabilities and filters to help you quickly find Individual Records. Sort and filter your data to see only what you need.

IN THIS ARTICLE

How to use search filters

Most of the search filters are easy to use. Simply select one from the Filters menu on the left, and the list of Individuals will update instantly.

To clear all filters at once, select the ‘X Clear Filters’ button at the top of the menu. This button only appears if you’ve already applied at least one filter.

How to save a search

Use the same filters often? Save it so you can quickly apply them again with a single click. No need to set them up each time.

To save a set of Individual Search filters:

On the Individuals page's left-hand filter panel, select the ‘Save…’ button.

In the Save Filter pop-up window, name the search and save.

The search will now show in the Saved dropdown menu.

To use a saved search, choose it from the menu. Your search results will automatically update to reflect the saved search’s filters.

To delete a saved search, choose it from the Saved dropdown menu, then select the ‘Delete’ button.

How to hide the search filter panel

The filter panel displays on the left side of the Individual Search page by default. To hide it, select the caret (<) located on the right edge of the panel. To show the panel again, select the caret again (>).

How to add table columns and sort search results

You can customize the table on the Individual Search page by adding, removing, or reordering columns. These changes apply to all users in your agency. 

How to edit Column Settings

To edit Column Settings, you must belong to a Security Group with the “Manage Data & Custom Fields” permission.

On the Individual Search page, click the downward-facing caret icon and select “Column Settings” from the dropdown menu. This opens the My Agency Settings > Column Settings page.

There, you can:

• Add or remove columns
• Rearrange the column order
• Edit column settings as needed

Changes made here will automatically update the table layout on the Individual Search page for everyone in your agency. For more on Column Settings, see this article.

What is searchable

**You can search only name fields by including a comma (we assume "last, first"). If you enter two or more words with a space, we assume it’s a name in "first last" order and search name fields. Both are optional. Without a comma or space, all fields are searched.
**The full SSN and last 4 digits of SSN can’t be added as a column but both can be searched on.
***If we detect 10 or 11 digits, we search only phone number fields.
****You can search any field that can be added as a custom column, including custom fields, except date-type custom fields. Date of birth is handled specially: we filter on DOB but do not search it.

How to access Individual Advanced Search

To open Advanced Search from the new Individual Search page, select the ‘Advanced Search’ link at the top of the page. Advanced Search works the same way it always has. For more on Advanced Search, see this article.

Common questions

Why am I getting zero results?
Check your applied filters and the keywords you entered into the search bar.

What is the best way to hide deceased Individuals in my search? I tried filtering on the "Deceased" Status, but I’m still seeing deceased Individuals.
Filtering by Status only works if you consistently update the Status field. For better results, use the "Exclude Individuals with a Deceased Date" filter instead. It hides anyone with a date in the Deceased Date field, regardless of their Status.

• Tip: Use only one of these filters at a time to avoid conflicting results.
• Recommended: Use the "Exclude Individuals with a Deceased Date" filter for more accurate searches.