Can staff be added to the search dropdown?

+1 vote
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asked 2 days ago in Tuition and Fundraising by mspitzer
Can staff be added to the search dropdown? Or what is the quickest way to search a staff member's account?

1 Answer

answered 2 days ago by Moshe Y

In Administration > Period > Classes, there is a dropdown with all staff members.
You can select a staff member, and then click the green button on the record — it will take you directly to that staff member’s account.

commented 1 day ago by mspitzer
That is not practical for a quick lookup. It's another screen to open. Also, we have a long list there sorted by display name. Some staff have a display name with their first name first, some with Mrs., some in Hebrew etc.

It also doesn't work for users that don't have access to administration.

Can there be a better way?
commented 1 day ago by Moshe Y

So I guess the Search screen in Accounts is the best option, since the dropdown includes only parents.

commented 1 day ago by yczehn

You can use the search filter in Accounts Search, it has many useful preset filters in drop down see picture below.

commented 1 day ago by mspitzer
Thank you for sharing! I was not aware of this filter.
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