Running a Basic Search

1. Go to any option that requires a search (i.e. People >> Search; Communicate >> Send Email) 

2. Module and Status Filters: Select the desired status(es) to include in the search.  
   • For multiple statuses, select one of the following: 
     • Any of the selected modules and any of the selected statuses 
     • All of the selected modules and any of the selected statuses 

3. Optional: Communications Filters, select the desired option(s). You can make one selection from each category: 
   • Email: 
     • Don’t Filter (default) 
     • Has Email 
     • Has No Email 

2. Mobile Email: 
   • Don’t Filter (default) 
   • Has Mobile Email 
   • Has No Mobile Email 

3. Text Messaging: This will only appear if Text Messaging has been enabled 
   • Don’t Filter (default) 
   • Has text messaging enabled 
   • Does not have text messaging enabled 

4. Optional: Group Filters, select the desired option. This option will only appear if Group Scheduling has been enabled 
   • Don’t Filter (default) 
   • Individuals Only 
   • Groups Only 

5. Click the [Add Search Criteria] button to add additional options to your search, or click the [Search] button to run your search 

Tip: In the “Search Results” section header, you can click on the [Print] button in the header to print the listing of the results that were retrieved. 

Note: For a full list of search criteria help articles, click HERE.