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Search for Households

Use the HOUSEHOLDS window to find Household records that match specific search criteria.

How to Search All Criteria at Once

  1. Click on the Households tab on the vertical Dashboard menu at the left side of the screen.
  2. Click on the Households tab.
  3. Leave the Search All dropdown menu set to its default, which searches all criteria at once.
  4. Type your search text into the search box.
  5. Click Search, or press Enter/Return.

How to Search by a Specific Category

  1. Click the Search All dropdown menu to open it.
  2. Select the category you want to search by: Title, Household Type, Address, City, State, ZIP Code, or Label.

How to Search by Multiple Criteria

  1. Search for each criterion one at a time, in succession.
  2. Each criterion you search for appears as its own separate gray result box below the search field.

Clearing and Sorting Results

Click Clear to reset your search criteria. Click a column header to sort the results — by default, information sorts in ascending order; click the pair of arrows again to switch to descending order.

Tip: Search works best with short, specific terms — a single word, a few letters, or part of a name or address. Typing multiple words actually widens your results instead of narrowing them, since each word is matched separately.