People Search
Left-hand Navigation: People » Search
Compass allows you to define custom criteria in order to isolate groups of people with People Search. The function is designed to mirror the tab and subtab layout of an individual's record, allowing you to easily locate and select the criteria needed for your search.
Searching
Utilize the left-hand navigation to do a Quick Search for individuals. Click the drop-down to search via Name, Reference ID, or Roll Number. This will show a list of individuals to choose from.
An individual can also be searched by utilizing the search criteria after clicking on People>Search. Any of the fields can be used to narrow down the list of individuals shown in the results.
- The criteria available for People Searches are organized into tabs and sub-tabs.
- For convenience, the Summary tab contains the data fields most referenced in searches.
- For consistency and usability, the tabular structure within the search mirrors that of member records in Compass.
- Take note of the Current Member Status selections. By default, New Members, Initiates, Alumni, and Non-Members are selected. Keep this in mind as you perform searches.
- The sub-tabs throughout People Search is either selected by default (e.g., the "Personal" sub-tab) or require activation for use (e.g., the "Offices" sub-tab). Check the box next to the page name to activate it. To deactivate a sub-tab, you simply deselect this box.
- Note that doing this will hide criteria on the form from your search. If you perform a search again after deactivating the sub-tab, the search will not take the selections entered there into consideration.
Search Results Options
Once search criteria are entered - click search in the bottom right-hand corner of Compass. This will take you to the search results listing.
- New Search allows you to start a completely new search.
- Edit Search allows you to edit the criteria just used.
- Actions allow you to complete updates to certain fields in mass or include additional information in your search.
- Mass Updates include adding awards, standings, contact logs, and relationships, plus editing custom fields, member status/reason, or contact options.
- Extended Search allows you to include International Group Officers or Chapter Officers within your search results.
- Map shows a heat map or visual representation of where people live. This is great to use if you’d like to narrow down where most chapter individuals are located in the country.
- 360° Report allows you to pull a report for multiple individuals, which includes office history, committee history, event attendance, giving information, etc. This report is a great resource if you need information on an individual before discussing giving or alumni involvement.
- +/- Columns allow you to add information within your search results that may not already appear.
- Force Fit Columns will size columns to your computer screen. If you have several columns, you may still need to scroll to the right to see some information.
- Deselect All Columns will remove all selected columns and give you a clean slate to select what info. to include in your result set.
- The "Save Default Columns" button allows you to define the columns you prefer to see in your return data by default when performing a People Search. Select the columns you prefer, then select "Save Default Columns" Once selected, all searches performed will automatically display the selected columns in data results. Select "Save Default Columns" at any time to edit your default columns.
- Save allows you to save search criteria, not the actual results. Create a Search Name, decide if you would like others to view the search, and/or edit the search.
- Saved searches are viewable on the left-hand toolbar under Searches. Click the star to mark this as a Favorite Search so you can find it easily under Favorite Searches.
- You can edit criteria for this search (if necessary) and save a new search with the new criteria, or by overwriting the previous criteria. A "Delete" button also appears allowing the originator to delete the saved search.
- If you need to navigate to an individual’s record, click their name within your results. You can navigate this area by clicking the double arrow on the right and going back to your results. If you do not see this icon, zoom out on your screen. Scroll all the way up to "Back To Results".
If you have a huge result set, you are able to Export the information via CSV/Excel to the Download Center. Once the file is ready, a number will appear in the Download Center icon at the bottom of the page.
Use the quick keys for Print, Excel, and Word to export/print your list.