Search for a partner/spouse’s first name

(Last updated on: June 21, 2021)

When a patron gives you their first and last name, but they are a partner in the customer record and not the main contact, you can find their record this way.

  • Go to Mailing list | Customer lookup.
  • Click on the Generic search button.
  • The Searching the mailing list window appears.
  • In the left field, scroll down and select SP_FIRST. (Spouse first name).
  • In the middle field, select Equals.
  • In the right field, enter the person’s first name and press Search.
  • Wintix will bring up a list of all people with that first name that is a partner.

  • Click on the name to go to the record.

 

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