Overview
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How to Search for a Contact / User
- Click on on Contact tab tab in the side menu,
- Click on on Search in in the Side Menu
- Enter at least one of the following options in to the relevant search box:
- Given Name
- Surname
- Home Institution
- Status
- Contact Role
- Click on the the Search Contact button
- This will return a list of contacts that meet the searched criteria
- To filter the list of contacts, in the search box above the list of contacts, start typing the contacts's first or given name.
- This will return a list of contacts that meet the searched criteria
- To reduce the returned options start typing the name of the unit into this box The returned results will reduce to match the criteria.
- 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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