Difference between revisions of "Extended Orgs & People List"
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[[User:Rob Kay|Rob Kay - manual author]] ([[User talk:Rob Kay|talk]]) 15:00, 28 July 2015 (BST) | [[User:Rob Kay|Rob Kay - manual author]] ([[User talk:Rob Kay|talk]]) 15:00, 28 July 2015 (BST) | ||
Revision as of 14:36, 30 November 2015
Location in standard build: Administration > Extended Orgs & People List
The Extended Orgs & People List is a search tool available to administrators. It allows you to search for any organisation/person on the system, regardless of which Type(s) they have. For example, clicking "Clients" in the main menu and then running search for the surname "Brown" will show you all Clients with that surname; you can then proceed to search across all Types but this is not advertised to the user. However, using the Extended Orgs & People List to search for the name "Brown" will show you all organisations/people that have "Brown" in their name/surname, and they will be displayed with their Type(s), as shown.
Clicking on the name of an organisation/person gives you a view of their basic information as well as their Types. Types can be added, changed or removed in the right hand column.
Rob Kay - manual author (talk) 15:00, 28 July 2015 (BST)
