Profiles Search

Global search includes results from the profile name fields and the legal name field. The profile name, address, designation, profile ID, and profile type will be displayed. Inactive profiles are included in search results and will contain (inactive) in their listing. The search field supports up to 30 characters.

1. Enter the name of a profile into the global search box and select the profile from the drop-down list.
   
   

Profiles can be searched using one of five fields. Name search results on the Profiles page do not include the legal name field. The search fields support up to 100 characters.

1. Navigate to the Profiles page.
2. Enter the search criteria into one of the given fields and select the profile from the drop-down list.
   • Name 
     • Begin the search by entering part of the name.  
       • Example: Search for an individual or household by starting the search with the last name. This will yield more results. If the results are too many, start to narrow it down by adding in the first name.
     • The order names are entered matters.
       • Example: If Bob Jones is an individual, search for Jones, Bob rather than Bob Jones.
         
         
         
   • Email
     • Enter any part of the email.
       • Results will return all profiles with an email that contains that string of characters.
         
         
         
   • Phone
     • Enter a 10 digit phone number.
       • No special characters or spaces are required.
         
         
         
   • EIN
     
     
     
   • Address