Deep Searching the Person Database

In some instances, you may need to perform a more rigorous search using criteria beyond quick search. To do this, click the Deep Search button.

On the Person Database Deep Search window, you will notice the search criteria options are more extensive beyond the simple last name, first name, phone search found the Person View.

You will be able to search on additional items such as

account number
street address
date of birth
driver's license
email address
the various indicators such as donor, volunteer, staff, etc.

When using Deep Search, if the person record you are seeking is found simply double-click it or click the View Record button. This will bring the record up for viewing the Person Database view.

Buttons

Reset Search will clear the search criteria so that different search criteria can be entered.

For convenience, there is also the New Person button. If after using deep search the record is still not found and you decide to add a new person, click New Person. You will be returned to the Person Database view with a newly added record. Any search criteria that was entered during deep search will automatically be entered in the new person record.

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