CAA Product Help

Search/Select is how you isolate various sections of people to work with. For example, if you need to find people whose lastname is Smith, you enter "Smith" in the Name field (without the quotes) and press the Search/Select button.

You can search by any one of the fields that were used to enter people. A particularly useful search is the Status field. Using that, you can find all checked-out documents. When you press Search/Select, it will show you ONLY the ones that match your search.

If you find yourself doing a complex search frequently, you can give it a name (in the field labeled "enter a name to save the Search " and when you press Search/Select, the search will be saved. To use the same search again, you would simply select it's name from the Saved Searches drop-down, and press the Use Saved Search button.