Find/Add Account

Find or Add Account
Find Member > Add Individual

  1. Click Find Member.
  2. Search by last and first name. You can also search by birthdate, email address, phone number, or a combination of any of the above. Narrow the search further by using the options available under Advanced Search.
  3. If more than one individual meets the search criteria a list will populate. Click on correct person to open profile page.
  4. If there is only one result, the system will open that profile page.

NOTE: 

  • Use % before either name field to return all records that contain the sequence of letters following the %. 
  • Name searches are begins with searches, you do not need to add % at the end.

Adding an Account

  1. If not found using steps above > Click Add Individual.
  2. Fill in information > Click Save.
  3. Take photo.