Search for People

Your organization may use a different label for this button, such as Customers or Employees.

A group is an entity for which you make reservations at your facilities. A group can represent an internal or external organization, or an individual. Before you can create a reservation for a group, you must configure the group.

Your EMS administrator typically configures the groups that you use most often. You can modify any existing group and create new groups as needed.

On the toolbar, select the Groups icon. It lists the first 1000 Active groups in your EMS database.

To change the number of records that are displayed in the Groups window, click Options, and then select a different number of records to return (1,000, 5,000 or 10,000).

In the Filter tab set your search criteria. To reset the Filter at any time to its default settings, click Reset.

Option	Description
Search Mode	Groups: Display all groups that meet your search criteria on the Results tab. Contacts: Display all contacts that meet your search criteria on the Results tab.
Match Mode	Starts with – The string is not case-sensitive, but your search is limited to the exact order of the characters in the string, and the string must begin with the information for which you are searching. For example, Assoc returns Association of Broadcasters but not Biomedical Student Association. Contains – Your search is limited to the exact order of the characters in the string, but the string is not case-sensitive, and the string can be found anywhere in your search results. For example, Assoc returns both Association of Broadcasters and Biomedical Student Association.
Groups	Fields are available if you select Groups for Search Mode. Enter values as needed in any or all fields.
Contact	These fields are available only when Contacts is selected in Search Mode. Leave all fields at their default values to search for all active contacts configured in EMS, or enter values in one or more fields to narrow the results. When Contact is selected, both Groups and Contacts search fields are available. If you enter criteria in both sets of fields, EMS returns only contacts whose information and associated group information match the specified criteria.

Select Get Data.
To further filter the display on the Results tab, in Quick Filter, enter a search string.

The list of groups dynamically updates as you enter your search string.

The search is not case-sensitive and matches text anywhere in the field, but it preserves the order of the characters you enter