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.) 
  1. Module and Status, Communication and Group Filters select status(es) and option(s) to include 
  1. Click the [Add Search Criteria] button 
  1. Search Type: Select the desired Classification from the dropdown list 
    • Activity Classification 
    • Community Classification 
    • Organization Classification 
    • Suitability Classification 
    • Duration Commitment Classification 
    • Time Commitment Classification 
  1. Choose to retrieve results that match “All”, “Any” or “None” of the Classifications you select 
  1. Select the checkbox(es) beside the desired Classification(s) 
  1. Click the [Add] button to add additional options to your search, or click the [Add and Go] button to run your search 
Updated on March 30, 2021

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