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 start using the new Individual Search features
How to use search filters
How to add table columns and sort search results
What is searchable
How to access Individual Advanced Search
Common questions
How to start using the new Individual Search features
The new Individual Search features are available through our early opt-in program. You have the option to try them out before their official release and provide feedback.
To start using the new search features:
- Select ‘Individuals’ in the left-hand navigation.
- Select the ‘Try Search Updates’ button in the yellow banner.
- Try out the new search features.
Give us your feedback on the new search features
If you have any feedback or suggestions regarding the new search features, you can submit them to us by selecting the ‘Provide Feedback’ button. This will open our Aha feedback portal in a new browser tab.
In the portal, you can:
- Submit feedback about the new search features
- View feedback from others
- Vote on existing feedback
- To submit feedback, select 'Add a New Idea' and complete the form. We appreciate your input!
Note: Your feedback is anonymous and publicly visible to others.
How to switch back to the old Quick Search
If you ever want to switch back to the old Individual Quick Search, select the “I’d like to switch back” link in the blue banner. This opens our Aha feedback portal in a new tab—please share why you’re switching back. Your feedback helps us improve the feature.
Note: The old search features will eventually be replaced by the new ones. If there’s something you like about the old search, please share it in our feedback portal.
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.
One to note is the ‘Include Deceased’ filter. It’s turned off by default, so Individual Records with a Deceased Date won’t appear in the list unless you turn this filter on.
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
Fields in bold are not available in the old Individual Quick Search.
| Individuals |
|---|
|
*The full SSN and last 4 digits of SSN can’t be added as a column but both can be searched on.
**You can search any field that can be added as a custom column, including Custom Fields.
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.