Finding a Person Using the Find Person Window

When you navigate to the People window or any of the FastPath function windows, the Find Person window automatically displays in front of it.

arrow icon   To query a person using the Find Person window:

  1. Do one or a combination of the following:

  2. Choose the Find button.

    Note: If you choose Find without entering any search criteria, the People window is displayed with the first record shown. You can use the [Down Arrow] key or choose Next Record from the Go menu to display the next person

    If only one person is found, they immediately display in the People window or the appropriate FastPath function window. If more than one person is found, the results display in a separate window.

  3. Choose the person from the list and choose OK to display their details in the People window or the appropriate FastPath function window.