How to Use Advanced Search in Jenzabar
Sometimes you may need to find someone based on Social Security Number, Birth Date, Email Address, or Birth Name. This article will walk you through the advanced search process.
If anything is unclear or confusing in this article, please contact the A&IT Helpdesk via email at techsupport@baypath.edu or via phone at (413)565-1487.
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In a Jenzabar activity center such as Name Entity, right-click on the ID# search bar as shown below
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A menu will appear. Select Advanced Search…
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The Name Search window will appear.
Enter a search parameter. In this case, we will search using the 9-digit Social Security Number. Select Search.
Any matching records will show in the results window.
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You may select a record to open by highlighting the line (as shown below) and selecting OK.
The Jenzabar record you were searching for will open.