Search by Address


The Search menu does not currently support searching by addresses. There is an Address Search feature for that in beta that needs to be specifically enabled.


Sites often create a report that includes address columns as filters.


For Report Writers:


A common setup is to put one or more address columns from the client's address and add them as filters. Usually from:

Case Data > Person > Primary Home Address > Address

Add a column like Full Address from that subtable, then add it as a filter.


We highly recommend changing the filter type from the default "Is In The Comma Separated List" to "Contains", and changing the filter label to "Full Address (contains the text)".


Repeat for other address fields like Street Address 2, Apt/Lot, City, etc.


Or download and import the Address Search report from the Example Reports page.