e360 ChMS - Search
Search
Search is your gateway and interface to all of your data. It allows you to quickly find the information you need when you need it. Knowing the options you have while searching will greatly increase the power and efficiency of your searches.
Search from anywhere in your e360 ChMS dashboard by simply hitting the "S" key and then start typing.
Searching For People
All words put in the search box can be partial words. For instance, typing "jo" will match words containing "jo". Like: Joe, John, etc. You can type multiple words and your results will include people who match any of those words. Your search terms are searching across all membership information: Name, Address, City, State, Zipcode Phone Numbers, Emails, and Rfid Tag. The results you get back will include a column showing which pieces of information were matched. Suppose you a member with name: Jane Sway; address 32 Milky way dr.; zipcode: 54321. Searching for "way 32" would return her name.
Search by Groups
You can use g: and then a group name to narrow your search by people in that group. So, "g:coe" will display a drop down of all the groups that match "coe". Choose the once you want. You could then type "stewart" to match a person's name. So, my search now looks like: g:11:00-Coed-60--UP-B stewart. I chose the '11:00-Coed-60--UP-B' group from the suggestion box, and then typed "stewart".
Search by Age
You can filter by age using "age:". "age:25" will retrun all the 25 year-olds. "age:25 bri" will return People who are 25 that also match the search "bri".
Example:
age: >50 - people greater than 50
age: <50 - people less than 50
Search by Address
- address:main - would match 123 Main st.
- state:fl - would match people in Florida.
- zipcode:32168 - would match people in the 32168 zip code.
Search by Gender
"gender:m" will return all of the males. "gender:f" will return all of the females.
Searching For Interactions
Any terms entered when searching for interactions will match (partially) the summary, and first and last name of the person who was interacted with.
Example: You can use g: and then a group name to narrow your search by people in that group. So, "g:coe" will display a drop down of all the groups that match "coe". Choose the once you want. You could then type "stewart" to match a person's name. So, my search now looks like: g:11:00-Coed-60--UP-B stewart. I chose the '11:00-Coed-60--UP-B' group from the suggestion box, and then typed "stewart".
Searching For Sessions
As you start typing, a suggestion box will appear with meetings that match what you've typed. Clicking one will insert it into the search box. You do not have to insert a suggested meeting name. Then, what you have typed will partially match all meeting names and display all sessions for those meetings. For instance, assume you have a meetings named: Sunday school, Sunday service, and Wednesday service. You could type "sunday". The results of this search would include all the sessions for the meetings: Sunday school and Sunday service. The date and meeting name of the session will be displayed. Searching for "service" will return all sessions of: Wednesday service and Sunday service.
You can also filter sessions by date by typing "d: DATE", where DATE is a date in the format of one of: mm/dd/yyyy, m/d/yy (single digit months and days are acceptable as are double digit years), mmddyyyy, and mmddyy. An example search would be: service d:11/01/2009. This would return any meeting matching "service" on the 1st of Novenmber in 2009.
You can use a date range too like d:DATE1-DATE2. Example search: service 10/01/2009-110109. You can mix date formats.
Filtering by Group
When searching for people or interactions, you can filter the results to people only in a certain group by adding "g:GROUP" Where GROUP is a group name. This group name will also be partially matched.