Staff search

  1. Select Staff > Search from the menu.
  2. From the Staff Search page, enter a minimum of 3 characters (of name, grade, department or office) in the Search box. You can also carry out an extended search.
  3. The results grid is populated after 3 characters have been entered and will adjust as further characters are added.
    Staff search simple search page.
  4. Once the results are displayed, choose an Action from the list.
    Grid list search results.

You can also:

Search clients

Search contacts

Sort search results

Mark items as favourties

Add, remove and order columns

Change the grid column order

Export data from grids