According to the “What’s New in v11” document: “A single search term without any numbers or special characters is interpreted as a last name.”
However when I search on, for example, the last name “Thomas”, the top search results list households (plus affiliates) with the first name of Thomas. Does anyone know of a way to avoid this and find only last names when searching on a single search name?
Thanks!
This happens because household names, which are technically just last names, usually begin with one of the individual’s first names. If you want to exclude household names, uncheck the Household box at the top of the screen before you do your search. This prevent households from being returned as primary results for your search, but they will still be returned in the tree for any of their affiliated individuals. Be careful, though, when unchecking those Include boxes, as the setting is retained until you change it again, so it’s easy to forget that you removed one of the constituent categories from your searches and then wonder why you aren’t getting households in your results anymore. Also note, if you have unchecked a constituent category, you will be unable to create new constituents with constituent types in that category, which in this case means you would be unable to add a household.
Kevin Sheehan
Senior Documentation & Learning Resources Specialist
Tessitura Network
+1 888 643 5778 x 329
ksheehan@tessituranetwork.com
Thank you Kevin. I was not intuitively equating Household name with Last name - but I think I've got it now!