Search for Households
Use the HOUSEHOLDS window to find Household records that match specific search criteria.
How to Search All Criteria at Once
- Click on the Households tab on the vertical Dashboard menu at the left side of the screen.
- Click on the Households tab.
- Leave the Search All dropdown menu set to its default, which searches all criteria at once.
- Type your search text into the search box.
- Click Search, or press Enter/Return.
How to Search by a Specific Category
- Click the Search All dropdown menu to open it.
- Select the category you want to search by: Title, Household Type, Address, City, State, ZIP Code, or Label.
How to Search by Multiple Criteria
- Search for each criterion one at a time, in succession.
- 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.