How to Find People
This topic shows you how to find people in your system.
Instructions for using two search methods are provided below. Note that when searching for people, you can use both methods together to get better results. For example, you can use the first method
below to find Maria Sanchez and then use the second method to apply filters to find the Maria Sanchez who has an assignment at St. Marks or the Maria Sanchez who is a catechist.
Using Specific Search Criteria to Find a Person
Using the Filter Panel to Find People
Using Specific Search Criteria to Find a Person
- On the Home page, click the Individuals tile to open the Individuals page.
- Above the Individuals grid, click the down arrow on the Search button as shown below:
- On the displayed menu, select the one or more search targets.
For example, to search for a person by their first name and maiden names, select the First Name and Maiden Name options in the Search menu:
- In the Search field type the all the letters or some of the letters for the target you selected.
Using our example, type the individual's first name and maiden name into the search field:
Alternatively, just a few letters for the target you selected:
- Click
.
The system looks for the individual matching the criteria entered into the search field and updates the grid with results of the search.
Using the Filter Panel to Find People
- On the Home page, click the Individuals tile to open the Individuals page.
- When you need to find a group of people that match specific search criteria, use the filters in the Filters panel. For a list and description of these filters, go to Filters panel.
If the Filters panel is not visible, click the filter button in the toolbar to open it: 
.
For example:
- To find all individuals in volunteer positions, select the Volunteers filter in the Position Category group:
- To find all individuals whose requirements are expiring during a certain date range, enter From/To in the date range selector for the Requirement Expiration filter:
- To narrow down a search, apply multiple filters. For example:
To find all active catechists, select the Active filter in the Assignment Status group and the Catechist filter in the Position group. The system shows which filters are selected in the area above the Individuals grid, as shown below:
To find all employees with overdue medical physicals, select the Employees filter in the Position Category group, the Medical Physical filter in the Requirement group, and the Overdue filter in the Requirement Status group.
Clearing the Previous Search
To clear the previous search:
- If searching using the Search field, select the current value. Next, press the Delete key on your keyboard. Finally, click to remove the search criteria and return the list
to its original state.
- If using the Filters panel, use either of these methods to clear the search:
- Deselect the currently selected checkboxes in the Filters panel to undo the filter settings.
- Click the X to the left of the currently selected filters (see previous illustration).
The system removes the filters, refreshes the grid, and returns the list to the original (unfiltered) state.