Using Advanced Search in Jenzabar

Overview

Sometimes you may need to find someone based on Social Security Number, Birth Date, Email Address, or Birth Name. This article will walk you through the advanced search process.

Directions

  1. In a Jenzabar activity center such as Name Entity, right-click on the ID# search bar as shown below.

  2. A menu will appear. Select Advanced Search…

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  3. The Name Search window will appear.

  4. Enter a search parameter. In this case, we will search using the 9-digit Social Security Number. Select Search.

  5. Any matching records will show in the results window.

  6. You may select a record to open by highlighting the line (as shown below) and selecting OK.
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  7. The Jenzabar record you were searching for will open.

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