Searching the Person Database

IMPORTANT LEARNING
Before adding a new person, search the person database first to make sure the person does not already exist.
Having the same person on the database multiple times is possible, but not desirable because one person can be linked to several items. If the same John Smith is on the database twice, and each occurrence is linked to two or more separate events, the Event History will not reflect his entire history properly as the historical records could be linked to either of the two John Smith persons.

To perform a quick search for a person, enter the last name, first name and/or home phone search fields, pressing enter or tab after each one.

The Person Database Scroll Window will show all people on the Person Database matching the specified criteria. Notice the example shows the result count (5 Hits) and the 5 various 'SMITH, J...' records showing the list. To view any of the records, double-click the record and the person's data will be loaded in the view window.

If the person is not found and the person needs to be added to the database, click the New Person button. You will notice that search criteria will automatically fill the fields on the new record, eliminating the need for re-entry of the same information.

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Deep Searching the Person Database