- Go to Records, Constituents
- Click Open a Constituent
- Enter any available information for the contact name; such as, Last Name
- Mark the checkbox to 'Check Contact Name'
- Click Find Now
Please note that individual relationships would need to be marked as contacts in order for this to work correctly. To ensure they are marked as contacts:
- Open the Organization constituent record
- Go to the Relationships tab
- Open the Individual Relationship record
- Ensure the 'Contact' checkbox is marked.
NOTE: Check Contact Name for both Quick Find and Open a Constituent remains marked for further searches until it is unmarked.