Searching For an Existing Household
From the main Admin Dashboard screen:
1. In the Search Type box, select Text Search or Households updated in the last 30 days .
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2. If you only want to see clients from your corps, select Search My Corps Only . Selecting Search All Corps will search the entire database.
3. If Text Search (the screen default), type in a household members name, address zip code or case ID.
a. Partial text search is available for a household members first and last names.
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4. To further refine your results, use the search box over the results table.
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5. Click on a header in the result table to sort the results by that field. The results table defaults to sorting by HOH.
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6. To view the record for a particular household, click on that record in the results table.