The Search Persons page allows users to efficiently find and manage records. Here’s how to navigate it effectively:

  1. Access the persons tab.
  2. View records under the "Recently Viewed" section or switch to "All" to see a complete list.
  3. Pin the "All" option to ensure it remains the default view each time you access the page.
  4. Browse through the records, which are organized alphabetically.
  5. Use the search function to find a specific person by entering their name.
  6. For more targeted searches, input partial names or keywords, such as "test," to filter results.
  7. If looking for a specific individual, like "James Black," type in relevant keywords to narrow down the search results.
  8. Review the filtered results, which may include variations of the name, such as "Bates" or "Black."


Utilize the filters on the persons page to streamline your search and access the information you need quickly.

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