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EMS Software, LLC

Searching for People

Your organization may have re-labeled this button, "Customers" or "Employees." A group is an entity for which reservations are made at your facilities. A group can be an internal or external entity and it can be an organization or an individual. A group must be defined EMS Desktop Client before you can make reservations for it. Optionally, if you want to first confirm that a group has not already been configured, then you can search for the group.

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Typically, your EMS administrator carries out basic configuration of the groups for which you need to make reservations. You always have the option of modifying any group that your EMS administrator has configured and you always have the option of configuring new groups when needed.

1. On the toolbar, click the Groups icon emsum_Groups_image001.png. The Groups window opens on the Results tab is the active tab, which lists the first 1000 groups in your EMS database that are Active.

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Optionally, to change the number of records that are displayed in the Groups window, click Options, and then on the Group Options dialog box, select a different number of records to return.

2. Open the Filter tab and set your search criteria.

Option

Description

Display

• Groups—Display all groups that meet your search criteria on the Results tab.

• Contacts—Display all contacts that meet your search criteria on the Results tab.

Note: When a list of contacts is displayed, the contact’s group is also displayed.

Search Fields

• Starts with—The string is not case-sensitive, but your search is limited to the exact order of the characters in the string, and the string must begin with the information for which you are searching. For example, Assoc returns Association of Broadcasters but not Biomedical Student Association.

• Contains—Your search is limited to the exact order of the characters in the string, but the string is not case-sensitive, and the string can be found anywhere in your search results. For example, Assoc returns both Association of Broadcasters and Biomedical Student Association.

Group

Fields are available if you select Groups for Display. Enter values as needed in any or all fields.

Contact

Fields are available only if you select Contacts for Display. Leave all fields set to their default search values to search for all active contacts that are currently configured in your EMS database, or enter values as needed in any or all fields.

Note: If you select Contact, then both the Group fields and the Contact fields are available for searching. If you enter data in both sets of fields when you are searching for a contact, then your search criteria must be met for both the contact and the contact’s group to be displayed on the Results tab.

Note: To reset the Filter at any time to its default settings, click Reset Filter.

3. Click Get Data. The Results tab opens with a list of search results that meet all your search criteria.

4. To further filter the display on the Results tab, in the Search field, enter a search string. The list of groups is dynamically updated as you enter your search string.

emsum_Groups_small_reminder.png

Your search is limited to the exact order of the characters in the string, but the search string is not case-sensitive and it can appear anywhere in the search results. For example, a search string of Assoc returns both Association of Broadcasters and Biomedical Student Association.