How do I search for a customer?

The Person/Group Search screen helps you find individuals, families, or groups.


Go to Menu > Manage > People > Person/Group Search 


  • Entity Type: individual, family, or group
  • Name: the name of the individual, group, or family. You may use partial strings to search on only a portion of a name.
  • Phone: the phone number included in the contact section for the entity
  • Email: the email address listed for the entity
  • City: the city included in the address for the entity
  • State: the state included in the address for the entity
  • Customer Type: choose between attendee, staff, donor, or CIRCUITREE user