Searching by Classification

Note: This option is only visible on Enterprise accounts and if specific Classifications have been created.  

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

2. Module and Status, Communication and Group Filters select status(es) and option(s) to include 

3. Click the [Add Search Criteria] button 

4. Search Type: Select the desired Classification from the dropdown list 
   • Activity Classification 
   • Community Classification 
   • Organization Classification 
   • Suitability Classification 
   • Duration Commitment Classification 
   • Time Commitment Classification 

5. Choose to retrieve results that match “All”, “Any” or “None” of the Classifications you select 

6. Select the checkbox(es) beside the desired Classification(s) 

7. Click the [Add] button to add additional options to your search, or click the [Add and Go] button to run your search