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  • Select the Find link
    • "Find is the default screen in the Party Manager.
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  • Enter known information
    This includes information like Party ID, User Login, Last Name, First Name, Party Group Name, and Role Type.
    • Adding data focuses search
      The more information entered, the more specific will be the find. However, only one of the boxes need be completed to do a search. The search returns all Party IDs sharing the entered information. For example, if only 'Chicago' were entered under the City box, all Parties with a Chicago address are returned.
    • To expand your search ...
      Conversely, the less information entered, the broader the results. For example, if only two letters of a last name is entered, all the Parties with the last name containing those letters will be returned.
    • Show All Records
      Check this box to show all Party records, even if no search criteria are entered.
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  • Click on Lookup Party(s)
    Returns a table of all Party(s) found matching your input. If more than a screenful, you may need to scroll through the pages of results using the Previous and Next links.

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