quick_guides_8

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quick_guides_8 [2013/10/30 16:33] barbaraquick_guides_8 [2022/06/01 11:03] Catherine Riddell
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 ====== How to find a Person / Candidate ====== ====== How to find a Person / Candidate ======
  
-{{:person_button.png?80|}} Open Person Selector form by clicking the People button, key F6 or menu Select, People.\\ \\ To open a further selector whilst keeping the existing one open, hold the Shift key down while clicking the button.+{{:person_button.png?80|}} Open Person Selector form by clicking the People button, key F6 or menu Select, People.\\ \\ To open a further selector whilst keeping the existing one open, hold the Shift key down while clicking the button. 
  
-{{:person_selector_form.png|Person selector form}}+**Note**: The new window may appear covering the existing window. 
 + 
 +{{ :person_selector.png?nolink |}}
  
 From the Person Selector form you can: From the Person Selector form you can:
   * Run Searches using standard and questionnaire criteria, also free text searching   * Run Searches using standard and questionnaire criteria, also free text searching
-  * Save, Store and modify selections of people.  +  * [[ug9-3|Save, Store and modify selections of people.]]  
-  * Store Searches for recall for future use.+  * [[ug9-5|Store Searches for recall for future use.]]
   * Run Reports on the selection.   * Run Reports on the selection.
   * Mailmerge to people by letter, email and text message.    * Mailmerge to people by letter, email and text message. 
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   * Select the row with the mouse or keys and then pressing the Expand button or press Return,   * Select the row with the mouse or keys and then pressing the Expand button or press Return,
   * When in a Person Record it is possible to step through the selection with the video buttons.   * When in a Person Record it is possible to step through the selection with the video buttons.
 +
 + {{vimeo>418667839?medium}} {{vimeo>417519404?medium}}
 +----
 +
  
 \\ See also \\ See also
  • quick_guides_8.txt
  • Last modified: 2022/06/01 11:40
  • by Catherine Riddell