What are the best ways to limit my lookup list when I am searching for someone with a common name?
Try one of these methods when you need to limit your search results: • Affiliation Code: Choose an Affiliation that applies to any one of the entity’s possible degrees or gifts, such as “Alumnus/Accounting,” or “Donor/Rome Center.” • Deceased Status: If you are certain that the entity is deceased, choosing “Deceased” in the Status field can be helpful. (Do not use it otherwise.) • Type: Choose any one of the entity’s possible Entity Record Types such as “Parent,” “Former Staff,” or “Alumnus.” Last rev.
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