Search for an Organisation 

Overview

When you have additional information to add to an organisation, you can use the search facility to find the organisation. 

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You can search for almost anything in the Search box on the top line and if you are unsure of anything, such as the spelling, you can use the * as the wild card so any character will be included in the search.

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You can search by all types of organisation or choose from the Type dropdown list.

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You can search by the organisation owner from the Show Owner dropdown list.

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You can search by multiple categories from the Category dropdown list. For example, by both Administration and Banking - simply hold the ctrl key down to select the second or subsequent choices.

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You can search by All Status types or individually by clicking on the appropriate square, which is highlighted by a rounded rectangle when you have chosen.

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You can modify the Types by checking / unchecking the Types when you click the cog icon. 

Finally, you can combine these criteria to make your search more specific. 

If you have made a mistake or are a little confused, you can always start again by clicking on the Reset button.

You can also import or export selections from / to *.CSV files, see Import a list of people to create Learner accounts.

 

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