Searching for a Household Number
Screen ID: | HHGLOBAL-01 | |
Screen Title: | Household Global Search | |
Panel ID: | 60 | |
Tool Number: | Multiple | |
Click here to magnify |
This screen will appear when a name is entered to search on the initial household selection screen, or when using F12-Search on the Household Enrollment window.
This screen is used to search your credit union's MASTER membership and MSNONMBR non-member files and view the household status of each individual and organization found. This is helpful when enrolling new members into existing households or moving someone from one household to another.
Use the Last Name and First Name fields at the top of the list to search by name. Select any name in the list and use Enter or Select to choose that household number for your task.
CU*TIP: Depending on how this screen was accessed, you may see all current members and non-members, regardless of household status, or only those already enrolled into a household. (For example, if you are trying to move someone to a new household, the search results will only show you all of your existing households.)