Directory Search Tips
Lesson 3           

To supplement your exploration of OrgPlus Help related to the Directory tab, review the tips below to get you started:

Searching on Name: Click to open, then click again to close

search

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When you begin a search for a name, make sure that you change the drop-down selection to Person_Name if it has defaulted to another field such as Person_ID.

Of course, you can select other options for your search from the drop-down list.

No Match Strategy: Click to open, then click again to close

If you get no match searching with an employee's first and last name such as Jan Wright, try another search with just the last name, Wright. Since it matches on the full name, you get no records without an exact match.

When you search on the last name only, it will return a list from which you can select the correct name.

arrow   search no record

 

 

 

 

 

 

 

After reviewing both tips, click Next to check your understanding of this short lesson.

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