Person Search in Nano

Use Person Search to search for persons using a set of criteria.

On the Person Search screen you can:

  • Use the Standard Search to find person records by name, organization or location.
  • Use the Advanced Search to find persons using all person search fields.
  • Configure the columns by adding or removing columns and changing their order.
  • Right-click on a person record to open the Person Details window or save the details to PDF.

Using the Person Search Window

Before you start

To view person details you must have User View, Analyst View, and External Contact View selected in the People tab of your Configuration Management Security Role to view the details of users, analysts, and external contacts (respectively).

To edit person details you must have User Update, Analyst Update, and External Contact Update selected in the People tab of your Configuration Management Security Role to update users, analysts, and external contacts (respectively).

Access the Person Search window from the My Options menu by hovering over Search, and selecting Person Search.

The window is made up of four sections:

  • The Toolbar contains options for switching between layouts and search methods.
  • The Toolbar lists the person records that match the selected search criteria and allows actions to be performed using the context sensitive menu.
  • Standard Search contains the standard search criteria fields
  • Advanced Search contains additional person search criteria fields.

The Toolbar

Functions available from the toolbar on the Person Search window:

Use to refresh the results
Select to open the Column Configuration window to Person Search in Nano displayed in the browse table.

Available in table layout only
Select to display the standard search criteria fields. Closes the Advanced Search.

Available only when in Advanced Search mode
Select to display the advanced search criteria fields. The Advanced Search window expands from the right of the screen. Closes the Standard Search.

Available only when in Standard Search mode
Expands the Advanced Search window if it has been minimized.

Available only when in Advanced Search mode and the Advanced Search window is minimized

The Browse Table

The browse table contains the person records matching your search criteria, which are displayed in rows with columns displaying details for each record. The table can be ordered by any visible column. To change the columns displayed in the browse table, select from the toolbar and Configure the Columns.

View the details of a person by double-clicking anywhere in the row. The person details window opens in a new tab.

Perform actions on one or more person records by selecting the record(s) in the browse table and right-clicking to open the context-sensitive menu.

  • Select opens the person record.
  • Report saves the person details to PDF. The PDF is saved or opened dependent on the browser settings.

Standard Search

When the search window is first opened, the Standard Search options are displayed. If the Standard Search options are not visible, select from the toolbar to make them visible.

Select the options for your search:

Surname Key in part or all of the surname of the person. The search automatically runs when your cursor leaves the field.
First Name Key in part or all of the first name of the person. The search automatically runs when your cursor leaves the field.
Organization Key in part or all of the name of the person's organization. Matching results are displayed beneath the field. Select one from the list.
Location Key in part or all of the name of the person's location. Matching results are displayed beneath the field. Select one from the list.

Advanced Search

When the search window is first opened, the Standard Search options are displayed. To switch to Advanced Search, select from the toolbar to display the Advanced Search window. The Advanced Search window can be minimized by pressing , and expanded by pressing on the toolbar.

After entering your search criteria, run the search using .

Select the options for your search:

Analyst Searches person records that have the Analyst setting
User Searches person records that have the User setting
External Contact Searches person records that have the External Contact setting
Active Searches person records that are not deleted
Deleted Searches person records that are deleted
Template Includes person templates in the search
Partition

This option is only visible if you have access to more than one partition.

Use the drop-down list to select from the partitions you can access.
Include Deleted Field Values Selecting this option enables deleted values for list fields to be selected.

If you are searching for a person by VIP status and select the Include Deleted Field Values option; the VIP list will be updated to display names of statuses that you created and subsequently deleted. You can then select a deleted value from the list, and conduct your search.
First Name Key in part or all of the first name of the person.
Surname Key in part or all of the surname of the person.
Organization Key in part or all of the organization's name. Matching results are displayed beneath the field. Select one from the list. Organizations can be linked in a hierarchy.
  • To search for calls that match only the selected organization, select the Equal option.
  • To search for calls that match the selected organization and those linked as children, select Equal + Below.
  • To search for calls that match the selected organization and those linked as parent, select Equal + Above.
Location Key in part or all of the organization's name. Matching results are displayed beneath the field. Select one from the list.