Selecting the Appropriate Record
When a search is performed, Others may return multiple records. To help identify the correct record, perform the following:
- Scroll through the retrieved records and reference the information that populates in the table on the right.
- Selecting Hide Details (F9) will display more information in the table on the left, but will hide the table on the right and provide less information overall.
- When the appropriate record has been identified, select Go to Household.
- To narrow your search results, attempt to enter more known information (e.g., birthday) in the initial search fields.