How Can We Help?


Finding a Person in your Database

From the People List, there are Two Main Ways to Search for People.

(1) Simple Search by Name

  • `At the top of the screen, use the “Filter by Name” box to search by typing a few letters of the person’s first or last name.

(2) Detailed Search

  • Click the “Filter” icon beside the “Filter by Name” box. From here, you can filter your People List using lots of different criteria.
  • At the bottom of the pop-up window, you will see “Advanced”, which gives you even more options to filter your list.
  • When you have input your criteria, click “Apply” at the bottom of the window to apply this filter to your People List.