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Use the Navigation group on the ribbon to locate the record of a particular family. You can search for a single record based on a family’s name, an address, phone number, and so on. Or you can scroll through each record until you find the one you want. For more information, see Locate a Record.

Click the filter icon Image Added to view only active records, only inactive, or both. This filter stays applied until you clear it. Clearing the filter sets it to Both Active and Inactive.

Finding Fund History Entries

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