The simple search box for the People dashboard will return results for:
– Salutation
– FirstName
– MiddleName
– ThirdName
– FourthName
– LastName
– Degree
– Institution
– Phone
– Email
– City
– Country
– Gender
– CareerStage
– MemberType
– SSOID
– AccountKey
For example, “Smith” results in any field containing Smith, like FirstName, Email, LastName, City, Institution, etc.
To narrow the simple search above, toggle the “Advance Search” button to “ON” to refine the search criteria. Use the “target” icon shown below for tips on how to type in the search criteria for each text field:
For example, use quotes around “Smith” for the last name to match exactly (instead of results like Adam-Smith). Click the Filter set “x” to clear results.