Name Search Window

When a name is included in the search results, the ID Number of the selected name is displayed. Also displayed are the Name, Preferred Name, Nickname, Social Security Number, Birth Date, Gender, Birth Name, E-mail Address, Address Master Lines 1-3, City, State, ZIP Code, Phone, Mobile Phone, and DE Class Year.

This window also allows additional information to be viewed for that name and allows a name to be selected and returned to the window from which the Name Search function was called. Access to biographical and address information are also provided.

Search Criteria

Clicking the Search button launches the search using the criteria you entered and displays the results (if any) in the detail grid (Summary view). Also, if your cursor is focused in one of the criteria columns, pressing the Enter key will also launch the search.

If the specified data exists in the NAME_MASTER or ADDRESS_MASTER tables, then the corresponding columns in the Name History and/or Address History tables are also searched.

Additional Criteria

The Additional Criteria group box allows you to add additional criteria on the Additional Name Search Criteria window, which is opened by clicking the Add/Change button. Once you enter and save additional criteria, the Add button becomes a Change button.

You can remove additional criteria row(s) by selecting the row(s) and clicking the Remove button. The Remove button is not available until you select a row in the Additional Criteria group box.

Search Options

If you made changes to your search options and want to save these changes, you can update your current settings in User Preferences by clicking the Save as Default button. The next time you open the Name Search window, the Search Options will be displayed as you last saved them. However, none of the entered search criteria values are saved; therefore, you must enter search criteria values each time the Name Search window opens.

Results Grid

When you click the Search button after entering search criteria and indicating search options, the following information is displayed in a grid.

**If the Biograph Master table has an ID Number in the Spouse ID column or if a configurable relationship code exists in the Relation Table, the wedding ring (

) icon is displayed. Click the wedding ring icon to view spouse information on the Spouse Information window.

If the name displayed in the Name column does not match the name of the person for whom you are searching, it may be due to the name being found in the Name History table rather than the Name Master table. If this is the case, the first column of the results grid displays a 'H' to indicate that the row is included in the search due to a match having been made in the Name History table.

If you select a row and click the OK button, the Name Search window closes and the ID Number for the selected row is returned to the window from which you initiated the name search.

Buttons

Displays information in Detail or Summary format.

Opens the Address for Name window and displays the address for the selected name.

Opens the Address History window and displays all changes to the address for the individual or organization selected.

Opens the Name History window and displays all changes to the name for the individual or organization selected.

Opens the Name Entity Window in which you can add a new individual or organization.

Opens the Name Entity Window in which you can add new information regarding the selected individual or organization.

Options

How To

1. Open the Name Search window.

2. Enter search criteria and enter any additional criteria.

3. If necessary, change your Search Options.

4. Click the Search button to initiate the search and populate the Results grid.

5. If you wish to see more information about any of the ID Numbers returned as a result of the search, select the row and click the appropriate button at the bottom of the window.

6. If you opened the Name Search window from another window, select the appropriate row, and click OK.

OR

Double-click the appropriate row to return the information to the window from which you initiated the search.

7. If you determine that you need to add this person, click the Add Name button.

8. Clicking Cancel returns you to the window from which you initiated the search.

Last Name (60)	SSN (000-00-0000)	Birth Name (30)
First Name (30)	Birth Date (00/00/0000)	Email Addr (1500)
Preferred Name (30)	State

Use Soundex for Last Name	Cross-check First and Preferred Names
Cross-check Last and Birth Names	Cross-check First and Nicknames

ID Number	Name	Preferred Name	Nickname
SSN	Birth Date	Gender	Birth Name
E-mail Address	Address Line 1	Address Line 2	Address Line 3
City	State	ZIP	Phone
Mobile Phone	DE Class Year	**Spouse