Running a Basic Search

  1. Go to any option that requires a search (i.e. People >> Search; Communicate >> Send Email) 
  1. 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 
  1. 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 
    • Mobile Email: 
      • Don’t Filter (default) 
      • Has Mobile Email 
      • Has No Mobile Email 
    • 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 
  1. 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 
  1. 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.

Updated on March 30, 2021

Was this article helpful?

Related Articles