Search Add Dialog
This dialog box is used everywhere you might need to find a person to add to an organization, meeting, contact or a family. So the instructions here apply to all of those contexts.
Search Work Flow
-
You will begin by searching for the individual person
-
Enter what to search for in one or more of the search fields.
-
Click the Search button to see your results
-
If you see the right person, click their Name to select them
-
If not, click GoBack and search a different way
-
If you still have not found the person after several tries, you should search for a family
-
If you find the family, click the Name to add new person to that family.
-
If after several tries, you do not find the family, click the Add New Family button at the bottom right
-
Once a person is selected or added:
-
Note, no changes are made until you click the Commit and Add button.
-
You can cancel out of the Search Add dialog at any time