When searching people/records, you can “pin” one or more search results to save it as you continue to search. Click on the person/record and click the pin icon to “pin” that record. To “un-pin,” simply click the pin icon again (and be sure to also remove any other filters in place when done searching).
Category: Search
Functions related to the Simple Search Box and the Advanced Search Box
Search: Simple, Advanced
Use Search Box to search for an individual, email address or country. Input keywords and click magnifying glass. Toggle the “Advance Search” button to “On” for an advanced search to refine search criteria using specific criteria. Type in search terms and hit “Enter.”
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.