Small Business help

Searching for a user

As an administrator, you can search for a SIMPLE portal user multiple ways; in a list, by applying filters, or by sorting with column headings. If your list of users is large, this feature can help you more quickly find a user so you can update their profile information or calling features.

Search by a list

Use a list to search for users if you don't want to narrow your selection too much.
To search by a list:
  1. Click the Users tab.
  1. From the Site list, select the location. If you only have one site, your users will show on the list and you won't need to select a site.
  1. To search by a list of users, do any of the following:

    • To increase the number of users listed per page, from the Show list, select the number of entries per page you'd like to see. 

    • Click on column headings to sort in ascending or descending order.

Search by filters

Use filters to search if you know exactly what you're looking for, so you can narrow down the information to quickly find it.
To search by filters:
  1. Click the Users tab.
  1. Do any of the following:

    • From the First Name list, select the criteria you want to use for your search.

    • From the Starts With list, select what words you want included in your search.

    • In the Search field, type the words you want to search by.
  1. Click Search.

Search by column headings

Use column headings to sort your user information in ascending or descending order.
To search by column headings:
  1. Click the Users tab.
  1. Click the gear icon.
  1. Select the column headings you want to see. You can also click and drag the columns to arrange them in the order you want to see them. Headings checked are displayed by default.
  1. To change the columns you want to see, select and deselect the checkboxes according to your preferences.
  1. Click Save.
See all topics for: