How to find an Employee, Student, Applicant or Lead by their details

How to find a user and view their profile, searching their detail.

  • Click on the People tab from the Main Menu bar
  • Click on the search input box
  • Type in the first three characters or more of their ID number, First Name, Last Name or Student/Employee Code
  • Click on Search
  • In line with your search results, click on View found on the right-hand side of your screen to view the student or staff profile

How to find an Employee, Student, Applicant or Lead by tags

How to find a user and view their profile, searching with tags.

  • Click on the People tab from the Main Menu bar
  • Click on the Tags tab
  • Choose a user context using the tabs Student, Employee, Leads or Applications
  • In the input box, select the tags which have been created and allocated to users
  • Click on the Search button
  • Users with the selected tags will display
  • In line with your search results, click on View found on the right-hand side of your screen to view the student or staff profile