The Search Method
All student and contact profiles can be accessed via the “Search” box located in the upper right corner of every page. The search box will begin suggesting matching profiles when three or more characters are entered.
Contact and student profiles can be searched by first name, last name, or email address of the person you’d like to view.
Via “Quick Lists”
When viewing a profile for a student or contact, you can add the individual to your “Quick List” which appears on the main view for the respective type of profile and is available on the tab in a drop-down menu. See How do I add (or remove) Students & Contacts to "Quick Lists"?
The “Recently Viewed” List
Both the Contacts Main and Students Main tabs have a "Recently Viewed" section in the left-side column. When student and parent profiles are viewed, they are automatically added the to respective “Recently Viewed” list that appears on the main tab screen.
By “Recruitment Source” (for contact look-ups)
On the “Contacts Main” page all of the recruitment sources entered for contacts will be displayed in the middle column under the "Recruitment Source Overview" section. Click on a recruitment source to see a list of all contacts associated with that source. You can then click on a contact’s name to be taken to their profile page.
By “High School Graduation Year” (for student look-ups)
On the “Students Main” page a pie chart will display students grouped by high school graduation year. The legend for the pie chart will contain links to open a list of students by the corresponding high school graduation year. Click on the appropriate year, then select a specific student by clicking their name and their profile page will load.
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