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 .

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.

4.    To further refine your results, use the search box over the results table.

5.    Click on a header in the result table to sort the results by that field. The results table defaults to sorting by HOH.

6.    To view the record for a particular household, click on that record in the results table.