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Family Partners Filter

You can use this filter with the Family Partners screen to search for family partners that meet the criteria you specify. You can access the Family Partners filter by clicking the Filter button on the Family Partners screen. When the filter is active, the word Filter on the button is displayed in red; when it is not, it is displayed in black.

You can search all of your family partners using the following criteria.

Family Partnership Levels

Check the box under each Family Partnership Level you want included. By default, levels I-VI are displayed on the Family Partners screen, however, you can either choose to see homeowners at fewer levels or at all levels by changing the filter settings here. Xud means ‘Undefined’, which is used for family partners who have withdrawn or did not make it through the program.

Newly-entered family partners are automatically assigned to Level I. For more information about family partnership levels, review the (S/A/F)/Demographics/Family Partnership tab section.

Family Partner Selection Options

Click the radio button next to one of the options to select it.

• Sponsor/Advocate/Friend - Allows you to search for family partners linked with a particular sponsor/advocate/friend. If you select this option, the S/A/F field will appear in the lower half of the filter window. Select the name of the sponsor/advocate/friend from the drop-down list.
• Attribute - Allows you to search for families that have been assigned to the attribute you select, which can be useful for searching for families in a particular demographic, for example. You can create new attributes for use in Keystone on the Development tab of Affiliate Setup.
  
  If you select this option, the Attributes field will appear in the lower half of the filter window. Select the attribute you want to use for the filter from the drop-down list.
• Search For - Allows you to specify a text string and a field so you can view only those family partners that have that text string in the field you select. When you select Search For, you will see a list of fields in the Within pane below it. This is where you select the field you want to search in.
  
  For example, if you want to search for all family partners on Fourth St, select Search For, enter *Fourth St* in the Search For field, and select Address from the Within list.
  
  There are many ways in which you can search for text, including the use of wildcards and the Ctrl+F keyboard option. See the Filters section for more information.

When you have finished entering your filter criteria, click the Apply button. If you wish to leave this window without applying a filter, click the Cancel button.

After you click the Apply button, you return to the Family Partners screen. Notice that the Filter button is now a different color and that the number of records that match your criteria is displayed to the right of the navigation bar. 

To turn the Family Partners filter off, click the Filter button again on the Family Partners screen. The Filter button will revert to its previous state and the original record set will be restored.