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
- To search for Accreditation Surveyors already in your association's database, go to Modules>Accreditation>Surveyor>Find Surveyor. The Find - Accreditation Surveyor page opens.
- 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.
- 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.