Find Participant
Use Find Participant to search for Participants already in your database.
Participant information is added to the database in one of the following ways:
- As Certificants because the Course is part of a Certification Program.
- Directly from the Course Profile with the Register icon.
- Through the invoice icon on the Individual Profile in the CRM Module.
When using the Find -Participant page, you search for a desired Participant using information stored in the database. Search results viewed on the List –Participants 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 Participants are available to you on the Find – Participant page.
Find Participant
- To search for Participants already in your association's database, go to Modules>Certification > Course Participant > Find Participant . The Find - Course Participant 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 - Course Participant 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 Sort Name beginning with "F" returns more results than a search for a Sort Name beginning with "Full." And a search for all records with a certain Score or Grade produces more results than a search of Sort Names starting with a "T" with a specific Grade.
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.
If you are not sure what you are looking for, use theNetForum wildcard character, the percent sign (%), to help you with your search.