Find Surveyor

Use Find Surveyor to search for Surveyors already in your database. Surveyor information is stored in the database by the fields completed in the Add-Accreditation Surveyor page. When using the Find - Accreditation Surveyor page, you search for a desired Surveyor using information stored in the database via these fields. Search results viewed on the List Accreditation Surveyor page display in columns, and each column of search results corresponds to a data field. Only a limited, pre-defined set of columns pertaining to Surveyors are available to you on the Find Accreditation Surveyor page.

Find

  1. To search for Accreditation Surveyors already in your association's database, go to Modules>Accreditation>Surveyor>Find Surveyor. The Find - Accreditation Surveyor page opens.
  2. For a more specific search, click the Advanced View check box. Expanded Boolean search options appear for each search criteria field. Use these search options to narrow your search results further.
  3. Click Go. A list of search results displays in the List - Accreditation Surveyor page. If only one result comes of the search, the profile page for that result opens.

Note: The more specific you make search criteria, the narrower the results returned will be. A search for a Last Name beginning with "F" returns more results than a search for a Last Name beginning with "Full." And a search for a Last Name beginning with "T" returns more results than a search for an Add User and a Last Name beginning with "T."

Find vs. Query

Most Finds and Queries in netFORUM are run in CRM. The Find page is setup with a pre-defined set of columns (fields) versus a Query which allows you to select from any column in the search Table.

Tip: If you are not sure what you are looking for, use the netFORUM wild card character, the percent sign (%), to help you with your search.