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If you have appropriate rights, you can search for an individual's record. You can search using either complete or partial names. For example, enter S in the Last Name field to search for all individuals with last names beginning with "S." Click Run Search.

If your organization records are available and you have appropriate rights, organization information for the search results displays instead of the contact information. To view an organization's information, click the organization name.

To export information to Microsoft Excel, click Export Grid.

Use the I want to drop-down list to:

On this page, click Add Family to add a new family record to your organization database.

To locate and view individual information

  1. Point to Directories, then click Locate Individual.
  2. In the Last Name field, enter the individual's last name.
  3. In the First Name/Goes-By Name field, enter the individual's first name.
  4. Click Run Search.
  5. To view the individual's information, click the name.



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