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Overview

Table of Contents

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How to Search for a Contact / User 

  1. Click on on Contact tab  tab in the side menu, 
  2. Click on on Search in  in the Side Menu
  3. Enter at least one of the following options in to the relevant search box: 
    1. Given Name 
    2. Surname
    3. Home Institution
    4. Status
    5. Contact Role 
  4. Click on the the Search Contact Image Modified button
  5. This will return a list of contacts that meet the searched criteria
  6. To filter the list of contacts, in the search box Image Modified above the list of contacts, start typing the contacts's first or given name. 
  7. This will return a list of contacts that meet the searched criteria
  8. To reduce the returned options start typing the name of the unit into this box Image Removed The returned results will reduce to match the criteria.
  9. When you see the record for the contact you are looking for, click on the contact role for that contact, highlighted in blue in the left column of that row.

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