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In the Find Person window, you can use the Locate or Search option to find the individual or family records you need.

Locating Individuals


The Locate option locates names on the Find Person window by scrolling to the letters entered in the Enter Last Name field.

For example, if you want to quickly locate the record for Michele Gainey, begin entering her last name in the selection field. When you type the letter G, the selection arrow moves to the first individual in the list whose last name begins with the letter G. As you add the A, the selection arrow moves again to the first individual in the list whose last name begins with the letters G-A, and again with the I, and so forth.

If you see that the selection arrow displays next to the individual you want, you can stop typing and press Enter, or click View/Edit to open the record.

Searching for Individuals


You can use the Search option to search for and locate individuals in the Find Person window by narrowing down the list of individuals based upon criteria you enter. With this option, the selection box is labeled Enter Last, First Name. You can enter as many letters as you need for the last name, a comma, and as many letters as you need for the first name. All matching records display.

For example, if you enter "wil, m," all individuals whose last names begin with the letters "wil" and whose first names begin with "m" display. Your results may include Michele Williams and Mark Wilkins. Once your results display, you can select the individual and press Enter to access their records.

Or, you can use search mode to search for an individual based on their address or phone number. When customizing the selection mode options, select Include Address/Phone. You could also use it to search for a child with a different last name than his or her parents.

 To search for an individual using the Locate option
  1. Under Manage Records, click the People tab.
  2. In the drop-down list, select View/Edit Individual and click Go.
  3. Right-click inside the Find Person grid, then select Customize.
  4. Click on the Options tab.
  5. Under Selection Mode, select Locate.
  6. Select any other customization options as necessary, and then click OK.
  7. In the Find Person window, begin typing the letters of the last name of the individual you are trying to locate into the Enter Last Name field. The list automatically scrolls to the first individual whose last name starts with the letters you type.

    Tip

    If you set the Selection Mode to Locate and Sort List By to Family, the navigation arrows display. Use the arrows to search all individuals with that last name. 

    The navigation arrows let you search for an individual whose last name differs from the head of family.

  8. Press Enter to select the name. You can also use the up and down arrows to move to the specific individual.
  9. Click View/Edit to open the selected individual's record.
 To search for an individual using the Search option
  1. Under Manage Records, click the People tab.
  2. In the drop-down list, select View/Edit Individual and click Go .
  3. Right-click inside the Find Person grid, then select Customize.
  4. Click on the Options tab.
  5. Under Selection Mode, select Search.
  6. Select other customization options as necessary, and then click OK.
  7. In the Find Person window, type some letters of the last name of the individual you are searching for into the Enter Last, First Name field. You can also use a comma and type some letters of the first name. For example, enter the letters "gai,m" (without quotes) to search for Michele Gainey.
  8. Press Enter. The list automatically narrows to display only those individuals whose last names begin with the letters you have typed.
  9. Select the individual whose profile you want to view, then click View/Edit to open the record.