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exception of the Specific Field – ID option, the Quick Search feature will not retrieve the names of profiles that have been archived.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
Click the person icon at the top of the screen
Type the person’s name into the Quick Search Bar.
Click on the person’s name from the list that appears.
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.