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People
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1. Click the '''Organisation''', '''People''' [[Image:Ssp.pngMenu|menu]].
The '''Search People''' page is displayed. [[Imagedivided into a number of areas:Ssp2.png]] All contacts are displayed. This includes [[Internal|internal]] and [[External|external]] people. If there are security rules in place such as [[manager permissions|manager permission]] – view own accounts only, then not all contacts will be displayed.
* '''Search Window''' – this area is used to set the criteria for searching.
[[Image:Ssp3.png]]
[[Image:Ssp4.png]]
* '''Check for Duplicates''' – You can check for duplicates and create new contacts though the '''Check for Duplicates''' section of the window.
[[Image:Ssp5.png]]
[[Image:Ssp6.png]]
==Searching for Contacts==
When you wish to search for contacts you use the '''Search''' text box.
<u>'''Contact Type Combo Box'''</u>
[[Image:Ssp7.png]]
* [[Everyone]] – means both [[Internal|internal]] and [[External|external]] contacts.
* '''All Internal People''' – restricts the searching to just [[Internal|internal]] contacts
[[Image:Ssp8.png]]
The contents of this combo box will change based on the type of contact that you select from the first combo box.
* [[Everyone]] – all standard fields for contacts and companies are selectable.
* '''All Internal People''' – all standard fields for [[Internal|internal]] contacts and companies are selectable plus any [[Custom Field|custom fields]] that have been added specifically to [[Internal|internal]] people.
==Search Matching Criteria==
You can set the search so only part of the criteria needs be entered.
[[Image:Ssp9.png]]
<u>'''Criteria Text box'''</u>
[[Image:Ssp10.png]]
<u>'''Search within results'''</u>
==Contact Filter==
* [[FiltersFilter]] s are stored search criteria.
* Because the criteria is stored and not the results you can apply the criteria whenever you need to see the current data that matches that criteria.
* In addition, if you have access to the [[Email Broadcast|Email Broadcasting]] application you can use the [[Filters|filter]] to select the list of recipients.
* [[FiltersFilter]] s are stored in the [[User|user]] profile and can be deleted if no longer required.* If you are in a [[Role|role]] with the [[Manager Permissions|Manager Permission]], '''Create Public Filters and Templates''', then you can permission the [[Filters|filter]] to be used by other people.
<u>'''Creating a Contact Filter'''</u>
[[Image:Ssp12.png]]
The Criteria is displayed above the contact list.
[[Image:Ssp13.png]]
2. Click the '''Save Filter''' button.
[[Image:Ssp15.png]]
3. Set the name to '''People in HR'''.
4. Click the '''Save''' button.
The [[Filters|filter]] is saved.
5. Click the '''Apply Filter''' combo box.
[[Image:Ssp16.png]]
The filter is displayed.
==Removing a Filter==
[[FiltersFilter]] s are stored in the [[User|user’s]] profile and accessed through the Settings [[Menu|menu]].
1. Choose [[Configuration Menu|Configuration]], [[Personal Settings]] menu.
[[Image:Ssp17.png]]
2. Choose the [[Filters]] [[Menu|menu]].
[[Image:Ssp18.png]]
All the filters that you have created are displayed.
[[Image:Ssp19.png]]
4. Click the '''Delete''' button.
The filter is deleted.
[[Category:System Management]][[Category:Navigation]][[Category:Filters]][[Category:Contacts]]