FAQ

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How do I lookup records by fields?

In the people manager, I am only able to look people up by first and last name. How do I look up people by other fields, like email addresses?

  1. Go to navigator >> manager users >> click on people
  2. You see on the right, the list of people with several columns. On the left is the navigator.
  3. Between the Navigator and the list of people, there is a 'closed' panel called 'filters'. Click the >> at the top of the panel to open it.
  4. The link "Set Columns" lets you change the column headers for people. Add email and hit OK.
  5. The link "advanced search" lets you search on email, or any other combination of people attributes.