4.1 People Search
Selecting ‘People’ from the dashboard will bring up the advanced search tool. From here you are able to build up a search with a combination of attributes held against a record.
The keyword / ref search is a free text search box that enables you to search a person’s record for specific criteria. It will search for words within the f...
Tue, 16 Apr, 2019 at 9:18 AM
Using the dropdown menu to select a specific consultant will only show the records of people created by that user in your search results.
Mon, 27 Sep, 2021 at 10:46 AM
Using the dropdown menu to select a specific contract type will only show the records of people assigned that contract type in your search results. ...
Mon, 27 Sep, 2021 at 10:47 AM
Using the dropdown menu to select a specific type of person will only show the records of people in your search results as follows: Any – will show...
Mon, 27 Sep, 2021 at 10:47 AM
Entering a number into 'Min Salary' will exclude anybody with a minimum salary lower than this value e.g., if you enter £20,000, it will display res...
Mon, 27 Sep, 2021 at 10:47 AM
You can search within a certain mile radius of a specific postcode or place name. The distance is calculated using the postcode recorded on a person’s recor...
Mon, 27 Sep, 2021 at 10:48 AM
The advanced coding search is populated with the coding categories and codes that an Admin user has set within Settings: Customisation. Select a co...
Mon, 27 Sep, 2021 at 10:48 AM
It is possible to search on custom fields that an admin user has added to your account. For details on how to add custom fields click here. Once a cu...
Mon, 15 Apr, 2019 at 9:54 AM
The option to search for people and actions associated with them. Simply select the ‘Action’ box and type a phrase or word within the ‘Please type a search…...
Mon, 27 Sep, 2021 at 10:49 AM