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5.2. All Individuals

Searching for All Individual Records in Your Database

Pulling a list of all individual records in your database is best done via Contacts. Just follow these steps:

1. Click on Contacts.
2. Click on Filters.
3. Click on Add Filter Option.
4. Scroll down to or search for Record Type and then click on it.
5. Select is any of.
6. From the drop-down, select Individual.
7. Click Add Option (your screen will look like the screen shot below). This search filter will target all individual records in the database.
8. Click Fetch Results or Save Filter. Doing so will run the search, and when the results load, you will have all individual records in the database.