How to use the search bar

The global search tool from your management console allows an administrator to quickly look up members, teams, programs, teams and invoices. This tool is often a quicker way to find information than going to specific reports in your account.

How to start a search

  1. When logged in, click the magnifying glass icon mceclip4.png in the top, right-hand corner of your screen. The search tool is available from any page of your management console.
  2. Then select what you would like to search for. Members will be selected by default.
  3. Begin typing and results will start to appear. The more you type the narrower your results will become. When searching for members, you can search by name or email address. When searching for invoices, you must search by member name.

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  4. Once results appear, you can either click one from displayed list or press Enter/Return to be taken to the full report.

 

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