Differences
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ug1-01 [2013/03/18 16:12] – barbara | ug1-01 [2022/06/02 15:56] (current) – removed Scott McMullen | ||
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- | ==== How to find a Person / Candidate ==== | ||
- | \\ | ||
- | **Refers to:**\\ | ||
- | Open the **Person Selector** by:\\ | ||
- | People button (Top menu)\\ | ||
- | Select -> People (Top menu)\\ | ||
- | F6 (Function key)\\ | ||
- | \\ | ||
- | {{: | ||
- | By default the Current Candidates Only are seen. To see the list in a different order click the table column heading to sort by that criteria.\\ | ||
- | *To see the **list of all People**, with or without archived records, select from the drop down box.\\ | ||
- | *To see a **list of People by other criteria** such as state, use the Search Tab.\\ | ||
- | *To find an existing Person type the first few letters of their keyname (Surname, space, forenames) into the box and press the Find button or press Return. People with keynames matching will appear in the table below. | ||
- | You can **expand the Person record** by:\\ | ||
- | | ||
- | | ||
- | When in a Person Record it is possible to step through the selection with the video buttons. | ||
- | |||
- | From the Person Selector form you can: | ||
- | *Run Searches using standard and questionnaire criteria, also free text searching. | ||
- | *Save, Store and modify selections of people. | ||
- | *Store Searches for recall for future use. | ||
- | *Run Reports on the selection | ||
- | *Mailmerge to people by letter, email and text message | ||
- | \\ See also | ||
- | \\ [[http:// | ||
- | \\ [[http:// | ||
- | \\ | ||
- | \\ Back to [[1_online_user_guide]] | ||
- | \\ back to [[UG1-00]] |