People and Advanced Search
Advanced Search is a powerful infoodle tool to allow searches for multiple people under certain criteria. There may be times when you need to do some updates to a number of people e.g. change those people who are 'new members' to 'members', or you may need to archive a number of people. This is achieved by using the advanced search.
So, to search for people using specific filters:
- Click People from the Navigation bar/menu then click Advanced Search.
- Choose a filter from the drop down list and click on Run Filter. A list of results will appear, it is then possible to click on a persons profile which will open underneath your report so you can make the necessary checks/updates.
- If you need to create a new filter select Create new filter and click Add Criteria to add multiple filters for a search.
- Click Generate to produce a list of all people relevant to the filters, including people who have been archived.
And that's Advanced Search!
Note: In the same way as you can use advanced search to find people, you can use Reports to list everyone. Click Reports, then People, enter criteria - go to Generate results and you can now output the results to the screen or Excel etc. For more info on Reports click here.
Video: Check out the short video explanation of this topic here.