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Locating a Family

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 Locating a Record.

Finding Fund History Entries

You can search all family records for certain fund history information. From any family financial window, click Find History Entries in the navigation pane. Enter any relevant data for the entries you want, and click Find Matching Entries. To view the record associated with an entry, select it in the grid and click Lookup/OK.

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