Search profiles by address
In addition to searching profiles by name, it would be helpful to be able to search by address. We often find duplicates that happened or profiles created and not linked to their household because a person's name was slightly different on the checks from one account than another, or because they were listed as Mrs. John Smith on the joint check and Jane Smith on their individual check. If we could check by address, we would probably catch more of these.
65
votes
Jeanette Kelleher
shared this idea
03-01-2023
- Profiles: Enhanced the profiles search option to include address, phone numbers, and EIN. Email and phone search has been moved to the main page, instead of left-side menu options. Inactive profiles will now have a red inactive at the end of their profile in the search areas. This will help easily identify if the profile is inactive before selecting the profile.
Resources:Create a Profile Payment
Profiles Overview
Profile Types
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Emily Hannon commented
I agree with Rachael's comment as well!
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Rachael Rosas
commented
Agree! A more advanced search function would be helpful to include email addresses and phone numbers as well.
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Heather Logelin
commented
Agree! This would help me in many ways!
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Rhonda Page
commented
Also to be able to search by email.