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Navigating Better Impact - Using the Quick Search

Tips for navigating Better Impact

Updated over 2 weeks ago

About this feature: The Quick Search Bar will try to match the text you have typed with the first or last name fields on profiles.

If you type in a space, it will try to match the start of the first name, and then the start of the last name.

  • The search will produce only the top 10 matches.

  • If you have many users with the same name and you can't find the one you are looking for, you'll need to search for them using the People >> Search menu. See this article for more instructions.

Quick Search/Navigation Bar

IMPORTANT: With the exception of the Specific Field – ID option, the Quick Search feature will not retrieve the names of profiles that have been archived.

Click one of the three possible icons in the Navigation Bar at the top of the admin screen:

  • Person: To find a person/user using their first and/or last name

    • Specific Field (optional): Select one of the following:

      • Email: To find a person using their email address

      • Phone Number: To find a person/user using their phone number

      • ID: To find a person using their Better Impact Database User ID number. Please note: this search will include all statuses, including Archived.

Tip: When using the Specific Field Person searches, you can either select one of the three icons or type in the shortcut p: (for phone number), e: (for email address), or id: (for Database User ID), before proceeding with typing in the searchable information.

  • Page: To navigate to a page or specific feature within the admin interface

  • Account: For admins of multiple organisations or enterprise accounts to switch between these accounts

In the search bar, type the first few characters of the person’s name, page or account you are searching for.

Then, click on the options you are searching for to be taken to the related page.


Search for Profiles Using the Quick Search Bar

  1. Click the person icon at the top of the screen

  2. Type the person’s name into the Quick Search Bar.

  3. Click on the person’s name from the list that appears.

  4. From the profile screen, you can:

    • Edit the profile

    • Communicate with the person

    • Print the profile

      • Click the print icon at the top

    • Switch to View Mode

      • Click the View Mode icon at the top

      • Within “View Mode”, all profile sections do not need to be open, via the Hide / Show All Sections [+/-] button in order to print the complete profile.

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